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WisdomTree International AI Enhanced Value Fund
AIVI

51 hedge funds and large institutions have $68M invested in WisdomTree International AI Enhanced Value Fund in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $60.7M → $68M (+$7.29M)

9% more funds holding

Funds holding: 47 → 51 (+4)

3.33% more ownership

Funds ownership: 29.64% → 32.97% (+3.3%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
14
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$1.53M
2
Wells Fargo
Wells Fargo
California
+$915K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$569K
4
CRC
Curi RMB Capital
Illinois
+$373K
5
FMBTD
First Midwest Bank Trust Division
Illinois
+$309K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.5M
2
SG Americas Securities
SG Americas Securities
New York
-$1.19M
3
Morgan Stanley
Morgan Stanley
New York
-$520K
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$454K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$328K -$2.84K -66 -0.9%
SPC
27
Sigma Planning Corp
Michigan
$259K -$1.07K -25 -0.4%
CCG
28
Chatham Capital Group
Georgia
$241K – – –
IFWM
29
Institute for Wealth Management
Colorado
$236K +$232K +5,390 New
GW
30
GW & Wade
Massachusetts
$229K – – –
AG
31
Advisor Group
Arizona
$224K +$68.1K +1,583 +44%
Creative Planning
32
Creative Planning
Kansas
$215K – – –
CAL
33
Capital Advisors Ltd
Ohio
$163K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$154K -$602 -14 -0.4%
TWA
35
TCI Wealth Advisors
Arizona
$97K +$13.1K +305 +16%
Citigroup
36
Citigroup
New York
$89K -$32.8K -763 -27%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$86K – – –
FAAS
38
First Allied Advisory Services
California
$65K +$64.5K +1,500 New
SPIA
39
Steward Partners Investment Advisory
New York
$54K – – –
GWM
40
Geneos Wealth Management
Colorado
$48K -$4K -93 -8%
WIM
41
Westside Investment Management
California
$22.4K – – –
GRP
42
Global Retirement Partners
California
$20K – – –
HNB
43
Huntington National Bank
Ohio
$20K – – –
IA
44
IFP Advisors
Florida
$18K +$129 +3 +0.7%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$15K +$14.7K +343 New
ASN
46
Advisory Services Network
Georgia
$9K +$43 +1 +0.5%
FRA
47
Front Row Advisors
California
$6K +$6.32K +147 New
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.34K – – –
W
49
WealthShield
North Carolina
$3K +$3.1K +72 New
WP
50
WealthShield Partners
North Carolina
$3K +$3.1K +72 New
1
2
3

AIVI Hedge Fund Activity: Q4 2017 in Review

51 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2017, worth a combined $68M — up 12% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AIVI positions and 6 closed out — a net gain of 5 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.53M. The largest seller was Jane Street, exiting entirely with an estimated $1.5M sold.

  • 51 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2017, up from 47 in Q3 2017.
  • Funds reported $68M of WisdomTree International AI Enhanced Value Fund stock for Q4 2017, up 12% quarter-over-quarter.
  • 11 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2017 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2017 was Raymond James & Associates, an estimated $1.53M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2017 was Jane Street, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2017.