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WisdomTree International AI Enhanced Value Fund
AIVI

46 hedge funds and large institutions have $49.2M invested in WisdomTree International AI Enhanced Value Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $45M → $49.2M (+$4.2M)

6.85% more ownership

Funds ownership: 24.08% → 30.93% (+6.8%)

5% more funds holding

Funds holding: 44 → 46 (+2)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
10
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$5.09M
2
Ameriprise
Ameriprise
Minnesota
+$888K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$828K
4
UBS Group
UBS Group
Switzerland
+$449K
5
WS
Wedbush Securities
California
+$299K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.77M
2
RJA
Raymond James & Associates
Florida
-$1.11M
3
Wells Fargo
Wells Fargo
California
-$449K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$295K
5
Goldman Sachs
Goldman Sachs
New York
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
26
Claybrook Capital
Massachusetts
$74K +$77.8K +1,960 New
WDL
27
Well Done LLC
Michigan
$74K +$77.8K +1,960 New
PO
28
Private Ocean
California
$73K – – –
ESB
29
Essex Savings Bank
Connecticut
$68K +$71.4K +1,800 New
GWM
30
Geneos Wealth Management
Colorado
$39K – – –
AIC
31
Ameritas Investment Company
Nebraska
$28K +$29.8K +750 New
FHA
32
Flagship Harbor Advisors
Massachusetts
$25K – – –
AG
33
Advisor Group
Arizona
$21K -$1.35K -34 -6%
TWA
34
TCI Wealth Advisors
Arizona
$19K -$47.6K -1,200 -71%
WIM
35
Westside Investment Management
California
$18.9K – – –
GRP
36
Global Retirement Partners
California
$18K – – –
IA
37
IFP Advisors
Florida
$16K +$119 +3 +0.7%
Citigroup
38
Citigroup
New York
$11K +$3.97K +100 +50%
ASN
39
Advisory Services Network
Georgia
$8K +$40 +1 +0.5%
FRA
40
Front Row Advisors
California
$6K – – –
ADL
41
Asset Dedication LLC
California
$4K -$11.5K -289 -74%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.79K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$3K +$3.45K +87 New
TFA
44
Transamerica Financial Advisors
Florida
$1K – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$295K -7,021 Closed
Goldman Sachs
46
Goldman Sachs
New York
– -$274K -6,512 Closed
Creative Planning
47
Creative Planning
Kansas
– -$208K -4,944 Closed
AA
48
Ancora Advisors
Ohio
– -$84K -2,000 Closed
SPIA
49
Steward Partners Investment Advisory
New York
– -$53K -1,259 Closed
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
– -$7K -167 Closed
1
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AIVI Hedge Fund Activity: Q4 2018 in Review

46 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2018, worth a combined $49.2M — up 9.3% from $45M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AIVI positions and 7 closed out — a net gain of 3 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.09M. The largest seller was Jane Street, cutting an estimated $6.77M.

  • 46 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2018, up from 44 in Q3 2018.
  • Funds reported $49.2M of WisdomTree International AI Enhanced Value Fund stock for Q4 2018, up 9.3% quarter-over-quarter.
  • 10 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2018 and 7 closed out, a net change of +3 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2018 was Citadel Advisors, an estimated $5.09M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2018 was Jane Street, an estimated $6.77M sold.

Based on aggregated 13F filings for Q4 2018.