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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

56 hedge funds and large institutions have $84M invested in WisdomTree International AI Enhanced Value Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.64M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.27M
3
VKH
3
Virtu KCG Holdings
New York
$2.69M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.23M
5
Creative Planning
5
Creative Planning
Kansas
$355K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$17.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.04M
3
Bank of America
3
Bank of America
North Carolina
$11.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.53M
5
SFG
5
SNS Financial Group
Minnesota
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$480K +$4.62K +121 +1%
RW
27
Rand Wealth
Maryland
$434K – – –
TWA
28
TCI Wealth Advisors
Arizona
$408K – – –
GIA
29
GHP Investment Advisors
Colorado
$378K -$12.5K -327 -3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$356K -$386K -10,134 -52%
Creative Planning
31
Creative Planning
Kansas
$355K +$355K +9,302 New
PAG
32
Pinnacle Advisory Group
Maryland
$343K +$343K +9,004 New
SC
33
SouthState Corp
Florida
$293K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$291K -$64.8K -1,699 -18%
CWM
35
Concert Wealth Management
California
$255K – – –
OIM
36
Orca Investment Management
Oregon
$237K -$17.1K -450 -7%
GW
37
GW & Wade
Massachusetts
$227K – – –
SPC
38
Sigma Planning Corp
Michigan
$218K -$21.1K -554 -9%
FNBT
39
FineMark National Bank & Trust
Florida
$210K +$210K +5,510 New
YMRC
40
Yorktown Management & Research Company
Virginia
$200K – – –
MBT
41
Monroe Bank & Trust
Michigan
$188K +$188K +4,930 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$60K +$32.3K +850 +117%
Barclays
43
Barclays
United Kingdom
$57K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$46K – – –
WCM
45
Windsor Capital Management
Arizona
$38K +$38K +1,000 New
EWM
46
Evercore Wealth Management
New York
$30K – – –
Federated Hermes
47
Federated Hermes
Pennsylvania
$29K – – –
NFG
48
Next Financial Group
Texas
$24K +$5.53K +150 +30%
HPBT
49
High Point Bank & Trust
North Carolina
$23K – – –
PG
50
Patten Group
Tennessee
$10.5K – – –
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2
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