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WisdomTree International AI Enhanced Value Fund

44 hedge funds and large institutions have $62.6M invested in WisdomTree International AI Enhanced Value Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $49.2M → $62.6M (+$13.4M)

4.06% more ownership

Funds ownership: 30.93%34.99% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

4% less funds holding

Funds holding: 4644 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
12
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$210K +$205K +5,094 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$102K +$161 +4 +0.2%
CAL
28
Capital Advisors Ltd
Ohio
$94K -$97.8K -2,429 -52%
PO
29
Private Ocean
California
$79K
ESB
30
Essex Savings Bank
Connecticut
$74K
GWM
31
Geneos Wealth Management
Colorado
$43K
FANJ
32
Financial Architects (New Jersey)
New Jersey
$35K +$34.3K +851 New
FHA
33
Flagship Harbor Advisors
Massachusetts
$28K
TWA
34
TCI Wealth Advisors
Arizona
$21K
GRP
35
Global Retirement Partners
California
$19K
AG
36
Advisor Group
Arizona
$17K -$6K -149 -27%
Citigroup
37
Citigroup
New York
$12K
CA
38
Crewe Advisors
Utah
$10K +$9.91K +246 New
ASN
39
Advisory Services Network
Georgia
$9K +$40 +1 +0.5%
FRA
40
Front Row Advisors
California
$6K
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.12K
ADL
42
Asset Dedication LLC
California
$4K +$40 +1 +1%
CFGS
43
Concourse Financial Group Securities
Alabama
$3K
CC
44
Claybrook Capital
Massachusetts
-$74K -1,960 Closed
WDL
45
Well Done LLC
Michigan
-$74K -1,960 Closed
AIC
46
Ameritas Investment Company
Nebraska
-$28K -750 Closed
IA
47
IFP Advisors
Florida
-$16K -430 Closed
TFA
48
Transamerica Financial Advisors
Florida
-$1K -1 Closed

AIVI Hedge Fund Activity: Q1 2019 in Review

44 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2019, worth a combined $62.6M — up 27% from $49.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of AIVI and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 12 added.

The largest buyer was Xponance, opening a new position worth an estimated $8.29M. The largest seller was Citadel Advisors, cutting an estimated $4.53M.

  • 44 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2019, down from 46 in Q4 2018.
  • Funds reported $62.6M of WisdomTree International AI Enhanced Value Fund stock for Q1 2019, up 27% quarter-over-quarter.
  • 5 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2019 and 6 closed out, a net change of -1 holder.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2019 was Xponance, an estimated $8.29M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2019 was Citadel Advisors, an estimated $4.53M sold.

Based on aggregated 13F filings for Q1 2019.