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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

56 hedge funds and large institutions have $88.6M invested in WisdomTree International AI Enhanced Value Fund in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.9M
2
JWM
2
Jacobus Wealth Management
Wisconsin
$7.21M
3
Jane Street
3
Jane Street
New York
$1.17M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$756K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.06M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$730K
2
Goldman Sachs
2
Goldman Sachs
New York
$1.56M
3
SC
3
SouthState Corp
Florida
$1.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.4M
5
VKH
5
Virtu KCG Holdings
New York
$564K
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
26
Wilmington Trust
Delaware
$591K – – –
VKH
27
Virtu KCG Holdings
New York
$564K -$2.06M -41,874 -79%
RW
28
Rand Wealth
Maryland
$561K – – –
Creative Planning
29
Creative Planning
Kansas
$547K – – –
OIA
30
Optimum Investment Advisors
Illinois
$435K – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$425K +$91.6K +1,861 +27%
CWM
32
Concert Wealth Management
California
$378K -$57.6K -1,180 -13%
CAL
33
Capital Advisors Ltd
Ohio
$372K +$137K +2,793 +59%
WBG
34
Wharton Business Group
Pennsylvania
$368K -$246 -5 -0.1%
FAAS
35
First Allied Advisory Services
California
$349K -$7.32K -149 -2%
TWA
36
TCI Wealth Advisors
Arizona
$330K – – –
EAM
37
Evanson Asset Management
California
$296K – – –
CS
38
Credit Suisse
Switzerland
$264K -$311K -6,331 -54%
YMRC
39
Yorktown Management & Research Company
Virginia
$227K +$227K +4,600 New
WKWM
40
Walter & Keenan Wealth Management
Indiana
$207K +$207K +4,200 New
Barclays
41
Barclays
United Kingdom
$104K – – –
CFA
42
Carroll Financial Associates
North Carolina
$60K – – –
HPBT
43
High Point Bank & Trust
North Carolina
$45K – – –
BFEC
44
Benjamin F. Edwards & Company
Missouri
$44K +$345 +7 +0.8%
MFS
45
MSI Financial Services
Massachusetts
$42K +$3.49K +70 +9%
EWM
46
Evercore Wealth Management
New York
$38K – – –
Federated Hermes
47
Federated Hermes
Pennsylvania
$37K – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$36K – – –
1IC
49
1919 Investment Counsel
Maryland
$35K -$5K -100 -13%
Canada Life
50
Canada Life
Manitoba, Canada
$28K +$18.4K +374 +192%
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