AIVI icon

WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

45 hedge funds and large institutions have $73.8M invested in WisdomTree International AI Enhanced Value Fund in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$5.53M
2
Wells Fargo
Wells Fargo
California
+$2.32M
3
Goldman Sachs
Goldman Sachs
New York
+$1.45M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.45M
5
OMC
Old Mission Capital
Illinois
+$1.27M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$380K
2
Bank of America
Bank of America
North Carolina
-$345K
3
JWM
Jacobus Wealth Management
Wisconsin
-$107K
4
TCOV
Trust Company of Vermont
Vermont
-$106K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$100K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$309K – – –
Citigroup
27
Citigroup
New York
$284K +$30.6K +787 +12%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$254K -$28.9K -742 -10%
CWM
29
Concert Wealth Management
California
$254K +$5.69K +145 +2%
PAG
30
Pinnacle Advisory Group
Maryland
$247K – – –
SPC
31
Sigma Planning Corp
Michigan
$236K +$3.11K +80 +1%
GW
32
GW & Wade
Massachusetts
$206K +$206K +5,280 New
HNB
33
Huntington National Bank
Ohio
$202K +$202K +5,202 New
TWA
34
TCI Wealth Advisors
Arizona
$179K -$20.4K -524 -10%
CAL
35
Capital Advisors Ltd
Ohio
$147K -$5.43K -139 -4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$65K +$1.36K +35 +2%
NFG
37
Next Financial Group
Texas
$20K -$5.99K -150 -23%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$20K – – –
IA
39
IFP Advisors
Florida
$15K +$1.08K +28 +8%
CTC
40
Central Trust Company
Missouri
$12K +$12K +300 New
AG
41
Advisor Group
Arizona
$9K +$1.82K +49 +25%
PG
42
Patten Group
Tennessee
$5.67K – – –
ASN
43
Advisory Services Network
Georgia
$5K – – –
TFA
44
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
Citadel Advisors
45
Citadel Advisors
Florida
– -$380K -10,038 Closed
HR
46
Howe & Rusling
New York
– -$19K -500 Closed
SBL
47
Sargent Bickham Lagudis
Colorado
– -$13K -300 Closed
1
2