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WisdomTree International AI Enhanced Value Fund

51 hedge funds and large institutions have $64.5M invested in WisdomTree International AI Enhanced Value Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 5151 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.64% less ownership

Funds ownership: 32.97%32.33% (-0.64%)

5% less capital invested

Capital invested by funds: $68M → $64.5M (-$3.47M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$223K -$106K -2,415 -32%
Creative Planning
27
Creative Planning
Kansas
$214K
CAL
28
Capital Advisors Ltd
Ohio
$214K +$51K +1,159 +31%
AG
29
Advisor Group
Arizona
$170K -$55.6K -1,264 -24%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$139K -$14.9K -339 -10%
CCA
31
Clearwater Capital Advisors
Illinois
$100K +$102K +2,312 New
Citigroup
32
Citigroup
New York
$89K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$86K
WDL
34
Well Done LLC
Michigan
$85K +$86.2K +1,960 New
TWA
35
TCI Wealth Advisors
Arizona
$84K -$13.4K -305 -14%
PO
36
Private Ocean
California
$83K +$84.7K +1,925 New
SPIA
37
Steward Partners Investment Advisory
New York
$54K
GWM
38
Geneos Wealth Management
Colorado
$45K -$2.82K -64 -6%
HR
39
Howe & Rusling
New York
$22K +$22K +500 New
WIM
40
Westside Investment Management
California
$21.4K
GRP
41
Global Retirement Partners
California
$20K
IA
42
IFP Advisors
Florida
$18K
ADL
43
Asset Dedication LLC
California
$17K +$17.2K +390 New
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$15K +$176 +4 +1%
HNB
45
Huntington National Bank
Ohio
$14K
ASN
46
Advisory Services Network
Georgia
$9K +$44 +1 +0.5%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$9K +$9.42K +214 New
FRA
48
Front Row Advisors
California
$6K
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.34K
WP
50
WealthShield Partners
North Carolina
$3K

AIVI Hedge Fund Activity: Q1 2018 in Review

51 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2018, worth a combined $64.5M — down 5.1% from $68M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AIVI positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.95M. The largest seller was Clal Insurance, exiting entirely with an estimated $6.02M sold.

  • 51 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $64.5M of WisdomTree International AI Enhanced Value Fund stock for Q1 2018, down 5.1% quarter-over-quarter.
  • 7 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2018 and 6 closed out, a net change of +1 holder.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2018 was Raymond James & Associates, an estimated $2.95M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2018 was Clal Insurance, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2018.