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WisdomTree International AI Enhanced Value Fund
AIVI

59 hedge funds and large institutions have $133M invested in WisdomTree International AI Enhanced Value Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

50% more capital invested

Capital invested by funds: $88.6M → $133M (+$44.6M)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

7.03% more ownership

Funds ownership: 25.04% → 32.07% (+7%)

5% more funds holding

Funds holding: 56 → 59 (+3)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Pinnacle Advisory Group
Maryland
+$27.9M
2
Morgan Stanley
Morgan Stanley
New York
+$12.8M
3
CA
Cumberland Advisors
Florida
+$3.19M
4
WT
Wilmington Trust
Delaware
+$1.14M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$778K

Top Sellers

Rank Fund Capital Flow
1
JWM
Jacobus Wealth Management
Wisconsin
-$3.69M
2
Jane Street
Jane Street
New York
-$1.17M
3
Goldman Sachs
Goldman Sachs
New York
-$578K
4
VKH
Virtu KCG Holdings
New York
-$564K
5
LPL Financial
LPL Financial
California
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$741K -$10.4K -206 -1%
RJA
27
Raymond James & Associates
Florida
$719K -$173K -3,436 -19%
CPC
28
Cookson Peirce & Co
Pennsylvania
$584K +$581K +11,520 New
RW
29
Rand Wealth
Maryland
$577K – – –
Creative Planning
30
Creative Planning
Kansas
$563K – – –
OIA
31
Optimum Investment Advisors
Illinois
$448K – – –
TFA
32
Transamerica Financial Advisors
Florida
$434K +$432K +8,555 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$422K -$14.9K -296 -3%
CAL
34
Capital Advisors Ltd
Ohio
$404K +$20.5K +406 +5%
FAAS
35
First Allied Advisory Services
California
$396K +$35.3K +700 +10%
WBG
36
Wharton Business Group
Pennsylvania
$371K -$8.07K -160 -2%
CWM
37
Concert Wealth Management
California
$351K -$24.4K -483 -6%
TWA
38
TCI Wealth Advisors
Arizona
$340K – – –
EAM
39
Evanson Asset Management
California
$304K – – –
CS
40
Credit Suisse
Switzerland
$253K -$18.6K -369 -7%
YMRC
41
Yorktown Management & Research Company
Virginia
$233K – – –
WKWM
42
Walter & Keenan Wealth Management
Indiana
$213K – – –
PAG
43
Private Advisor Group
New Jersey
$209K +$208K +4,131 New
Barclays
44
Barclays
United Kingdom
$105K – – –
CFA
45
Carroll Financial Associates
North Carolina
$62K – – –
MFS
46
MSI Financial Services
Massachusetts
$55K +$12.4K +246 +29%
HPBT
47
High Point Bank & Trust
North Carolina
$45K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$41K -$3.94K -78 -9%
EWM
49
Evercore Wealth Management
New York
$39K – – –
Federated Hermes
50
Federated Hermes
Pennsylvania
$38K – – –
1
2
3

AIVI Hedge Fund Activity: Q2 2014 in Review

59 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q2 2014, worth a combined $133M — up 50% from $88.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AIVI positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $27.9M. The largest seller was Jacobus Wealth Management, cutting an estimated $3.69M.

  • 59 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q2 2014, up from 56 in Q1 2014.
  • Funds reported $133M of WisdomTree International AI Enhanced Value Fund stock for Q2 2014, up 50% quarter-over-quarter.
  • 7 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q2 2014 and 4 closed out, a net change of +3 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q2 2014 was Pinnacle Advisory Group, an estimated $27.9M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q2 2014 was Jacobus Wealth Management, an estimated $3.69M sold.

Based on aggregated 13F filings for Q2 2014.