We are live on ! Find out more
AIVI icon

WisdomTree International AI Enhanced Value Fund
AIVI

54 hedge funds and large institutions have $90.1M invested in WisdomTree International AI Enhanced Value Fund in 2013 Q2 according to their latest regulatory filings, with 54 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

27.93% more ownership

Funds ownership: 0% → 27.93% (+28%)

Holders
54
Holders Change
+54
Holders Change %
–
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
26
Wilmington Trust
Delaware
$481K +$515K +12,000 New
ACM
27
Advisors Capital Management
New Jersey
$465K +$498K +11,609 New
RW
28
Rand Wealth
Maryland
$457K +$489K +11,394 New
Creative Planning
29
Creative Planning
Kansas
$406K +$434K +10,121 New
Jane Street
30
Jane Street
New York
$370K +$396K +9,238 New
TWA
31
TCI Wealth Advisors
Arizona
$314K +$335K +7,820 New
Ameriprise
32
Ameriprise
Minnesota
$313K +$335K +7,822 New
WBG
33
Wharton Business Group
Pennsylvania
$300K +$321K +7,482 New
JIP
34
Jaffetilchin Investment Partners
Florida
$287K +$307K +7,165 New
FNBT
35
FineMark National Bank & Trust
Florida
$272K +$291K +6,775 New
FAAS
36
First Allied Advisory Services
California
$254K +$272K +6,350 New
RIL
37
Rothschild Investment LLC
Illinois
$223K +$238K +5,551 New
CS
38
Credit Suisse
Switzerland
$200K +$214K +5,000 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$147K +$157K +3,668 New
HPBT
40
High Point Bank & Trust
North Carolina
$109K +$117K +2,722 New
CW
41
Cobiz Wealth
Colorado
$97K +$104K +2,419 New
Barclays
42
Barclays
United Kingdom
$84K +$90.1K +2,100 New
MFS
43
MSI Financial Services
Massachusetts
$41K +$43.4K +1,011 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$37K +$39.6K +924 New
1IC
45
1919 Investment Counsel
Maryland
$33K +$34.3K +800 New
Federated Hermes
46
Federated Hermes
Pennsylvania
$30K +$32.4K +755 New
T
47
Thomaspartners
Massachusetts
$26K +$28.2K +657 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$15K +$16.5K +385 New
KPCM
49
Kings Point Capital Management
New York
$14K +$14.8K +345 New
EWM
50
Evercore Wealth Management
New York
$10K +$10.3K +241 New
1
2
3

AIVI Hedge Fund Activity: Q2 2013 in Review

54 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q2 2013, worth a combined $90.1M.

Buyers outnumbered sellers: 54 funds opened new AIVI positions and 0 closed out — a net gain of 54 holders — while 0 added to existing stakes and 0 trimmed.

  • 54 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $90.1M of WisdomTree International AI Enhanced Value Fund stock for Q2 2013.
  • 54 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q2 2013 and 0 closed out, a net change of +54 holders.

Based on aggregated 13F filings for Q2 2013.