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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

56 hedge funds and large institutions have $94.7M invested in WisdomTree International AI Enhanced Value Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.52M
3
VKH
3
Virtu KCG Holdings
New York
$2.54M
4
U
4
UBS
Switzerland
$4.07M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$322K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.56M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$500K
4
LPL Financial
4
LPL Financial
California
$7.73M
5
Morgan Stanley
5
Morgan Stanley
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
Rand Wealth
Maryland
$543K – – –
Creative Planning
27
Creative Planning
Kansas
$529K – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$500K -$1.68M -35,291 -77%
CWM
29
Concert Wealth Management
California
$428K -$28.6K -596 -6%
OIA
30
Optimum Investment Advisors
Illinois
$421K -$9.05K -190 -2%
WBG
31
Wharton Business Group
Pennsylvania
$356K – – –
FAAS
32
First Allied Advisory Services
California
$346K – – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$322K +$322K +6,769 New
TWA
34
TCI Wealth Advisors
Arizona
$319K – – –
EAM
35
Evanson Asset Management
California
$286K +$286K +6,007 New
RIL
36
Rothschild Investment LLC
Illinois
$267K +$1.14K +24 +0.4%
JIP
37
Jaffetilchin Investment Partners
Florida
$259K -$31.6K -663 -11%
CAL
38
Capital Advisors Ltd
Ohio
$227K +$227K +4,765 New
AAM
39
Azzad Asset Management
Virginia
$207K +$207K +4,346 New
VFS
40
VSR Financial Services
Kansas
$205K +$205K +4,305 New
Barclays
41
Barclays
United Kingdom
$99K – – –
CFA
42
Carroll Financial Associates
North Carolina
$58K – – –
HPBT
43
High Point Bank & Trust
North Carolina
$43K -$102K -2,113 -70%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$42K +$9.1K +192 +28%
1IC
45
1919 Investment Counsel
Maryland
$39K – – –
MFS
46
MSI Financial Services
Massachusetts
$37K -$12K -251 -25%
EWM
47
Evercore Wealth Management
New York
$37K +$14.3K +297 +63%
Federated Hermes
48
Federated Hermes
Pennsylvania
$36K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$35K +$35K +729 New
MBT
50
Monroe Bank & Trust
Michigan
$24K +$24K +500 New
1
2
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