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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

53 hedge funds and large institutions have $92M invested in WisdomTree International AI Enhanced Value Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.44M
3
PGFC
3
Peapack-Gladstone Financial Corp
New Jersey
$2.21M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$691K
5
SC
5
SouthState Corp
Florida
$4.11M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.08M
2
FBNAT
2
FirstMerit Bank N.A. Trustee
Ohio
$3.36M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$15.3M
5
CIM
5
Corda Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RW
26
Rand Wealth
Maryland
$518K 11,394 – –
Creative Planning
27
Creative Planning
Kansas
$505K 11,116 +995 +10%
Ameriprise
28
Ameriprise
Minnesota
$505K 11,107 +3,285 +42%
CWM
29
Concert Wealth Management
California
$433K 9,522 -3,997 -30%
OIA
30
Optimum Investment Advisors
Illinois
$410K 9,025 +9,025 New
WBG
31
Wharton Business Group
Pennsylvania
$340K 7,482 – –
FAAS
32
First Allied Advisory Services
California
$330K 7,249 +899 +14%
FNBT
33
FineMark National Bank & Trust
Florida
$308K 6,775 – –
TWA
34
TCI Wealth Advisors
Arizona
$305K 6,703 -1,117 -14%
JIP
35
Jaffetilchin Investment Partners
Florida
$277K 6,093 -1,072 -15%
RIL
36
Rothschild Investment LLC
Illinois
$253K 5,575 +24 +0.4%
CS
37
Credit Suisse
Switzerland
$227K 5,000 – –
HPBT
38
High Point Bank & Trust
North Carolina
$136K 3,008 +286 +11%
Barclays
39
Barclays
United Kingdom
$95K 2,100 – –
CFA
40
Carroll Financial Associates
North Carolina
$55K 1,220 – –
MFS
41
MSI Financial Services
Massachusetts
$47K 1,024 +13 +1%
1IC
42
1919 Investment Counsel
Maryland
$37K 800 – –
Federated Hermes
43
Federated Hermes
Pennsylvania
$34K 755 – –
BFEC
44
Benjamin F. Edwards & Company
Missouri
$32K 694 -230 -25%
ECM
45
ETrade Capital Management
Virginia
$29K 631 +631 New
WA
46
Waverly Advisors
Alabama
$28K 613 +613 New
EWM
47
Evercore Wealth Management
New York
$22K 472 +231 +96%
KPCM
48
Kings Point Capital Management
New York
$16K 345 – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$8K 170 – –
Deutsche Bank
50
Deutsche Bank
Germany
$8K 200 +100 +100%
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