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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

44 hedge funds and large institutions have $45M invested in WisdomTree International AI Enhanced Value Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$295K
3
Goldman Sachs
Goldman Sachs
New York
$274K
4
Morgan Stanley
Morgan Stanley
New York
$5.87M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$354K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$3.17M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
KCM
Karp Capital Management
California
$0
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
$0
5
FMBTD
First Midwest Bank Trust Division
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
26
Private Ocean
California
$81K – – –
TWA
27
TCI Wealth Advisors
Arizona
$71K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$53K – – –
GWM
29
Geneos Wealth Management
Colorado
$44K – – –
FHA
30
Flagship Harbor Advisors
Massachusetts
$29K – – –
AG
31
Advisor Group
Arizona
$25K -$18.4K -433 -42%
WIM
32
Westside Investment Management
California
$21K – – –
GRP
33
Global Retirement Partners
California
$19K – – –
IA
34
IFP Advisors
Florida
$18K +$422 +10 +2%
ADL
35
Asset Dedication LLC
California
$16K +$41 +1 +0.3%
TC
36
Truvestments Capital
Florida
$10K +$10K +226 New
ASN
37
Advisory Services Network
Georgia
$9K +$41 +1 +0.5%
Citigroup
38
Citigroup
New York
$8K -$21.8K -545 -73%
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$7K +$7K +167 New
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.2K – – –
WP
41
WealthShield Partners
North Carolina
$3K – – –
TFA
42
Transamerica Financial Advisors
Florida
$1K – – –
FRA
43
Front Row Advisors
California
$6 – – –
Citadel Advisors
44
Citadel Advisors
Florida
– -$1.36M -32,414 Closed
KCM
45
Karp Capital Management
California
– -$997K -23,826 Closed
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
– -$740K -17,673 Closed
FMBTD
47
First Midwest Bank Trust Division
Illinois
– -$613K -14,651 Closed
WLIM
48
White Lighthouse Investment Management
Massachusetts
– -$247K -5,891 Closed
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
– -$93K -2,223 Closed
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
– -$87K -2,065 Closed
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