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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $137M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 51 reducing their positions, and 6 closing their positions.

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
30
Reduced
51
Closed
6
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$227K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$2.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.39M
3
TYCC
3
Texas Yale Capital Corp
Florida
$775K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.9M
5
JWS
5
Juncture Wealth Strategies
Arizona
$472K

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.05M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$7.78M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.54M
4
Citadel Advisors
4
Citadel Advisors
Florida
$739K
5
Morgan Stanley
5
Morgan Stanley
New York
$9.99M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.99M 106,282 -4,820 -4%
JIP
2
Jaffetilchin Investment Partners
Florida
$7.78M 82,793 -82,793 -50%
Bank of America
3
Bank of America
North Carolina
$7.48M 79,595 -167 -0.2%
SL
4
Salomon & Ludwin
Virginia
$6.94M 73,878 -2,000 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.17M 65,629 -3,123 -5%
SPIA
6
Steward Partners Investment Advisory
New York
$4.56M 48,482 -197 -0.4%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$4.05M 43,060 -97,717 -69%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.02M 42,819 +160 +0.4%
Wells Fargo
9
Wells Fargo
California
$3.59M 38,186 -1,904 -5%
Ameriprise
10
Ameriprise
Minnesota
$3.56M 37,859 -1,471 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.54M 37,622 -59,553 -61%
LPL Financial
12
LPL Financial
California
$3.43M 36,509 -44 -0.1%
GHA
13
GW Henssler & Associates
Georgia
$3.06M 32,582 +1,244 +4%
UBS Group
14
UBS Group
Switzerland
$3.01M 32,031 -972 -3%
HCP
15
Holt Capital Partners
Texas
$2.91M 30,925 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.87M 30,495 -846 -3%
WPIC
17
White Pine Investment Company
Michigan
$2.54M 26,972 +677 +3%
CRC
18
Curi RMB Capital
Illinois
$2.51M 26,697 -3,175 -11%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.39M 25,402 +15,485 +156%
CAN
20
Cetera Advisor Networks
California
$2.23M 23,751 -75 -0.3%
FTUS
21
Flow Traders U.S.
New York
$2.12M 22,558 +17,240 +324%
WCM
22
WealthBridge Capital Management
Ohio
$2.09M 22,273 -483 -2%
CFA
23
Cahill Financial Advisors
Minnesota
$2.06M 21,967 -413 -2%
WDL
24
Well Done LLC
Michigan
$1.91M 20,356 -1,451 -7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.9M 20,212 +5,361 +36%
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