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WisdomTree International AI Enhanced Value Fund

42 hedge funds and large institutions have $59.8M invested in WisdomTree International AI Enhanced Value Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

30% more capital invested

Capital invested by funds: $45.9M → $59.8M (+$13.9M)

14% more funds holding

Funds holding: 3742 (+5)

6.94% more ownership

Funds ownership: 29.51%36.45% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$94K -$1.79K -43 -2%
PO
27
Private Ocean
California
$83K
Citigroup
28
Citigroup
New York
$60K +$45.9K +1,100 +367%
SPIA
29
Steward Partners Investment Advisory
New York
$53K
TCOV
30
Trust Company of Vermont
Vermont
$52K -$18.8K -450 -27%
FHA
31
Flagship Harbor Advisors
Massachusetts
$29K
TFS
32
TrustCore Financial Services
Tennessee
$25K +$24K +575 New
GWM
33
Geneos Wealth Management
Colorado
$24K
AG
34
Advisor Group
Arizona
$21K +$42 +1 +0.2%
GRP
35
Global Retirement Partners
California
$20K
AF
36
Advisornet Financial
Minnesota
$18K +$17.4K +416 New
SFS
37
Sowell Financial Services
Arkansas
$17K
ASN
38
Advisory Services Network
Georgia
$10K +$125 +3 +1%
RCA
39
Ranch Capital Advisors
Florida
$10K +$9.43K +226 New
FRA
40
Front Row Advisors
California
$6K
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.26K
CFGS
42
Concourse Financial Group Securities
Alabama
$4K +$4.13K +99 New
Goldman Sachs
43
Goldman Sachs
New York
-$407K -10,078 Closed
FAAS
44
First Allied Advisory Services
California
-$30K -750 Closed
TWA
45
TCI Wealth Advisors
Arizona
-$20K -500 Closed

AIVI Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2019, worth a combined $59.8M — up 30% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AIVI positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.13M. The largest seller was Xponance, cutting an estimated $1.25M.

  • 42 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2019, up from 37 in Q3 2019.
  • Funds reported $59.8M of WisdomTree International AI Enhanced Value Fund stock for Q4 2019, up 30% quarter-over-quarter.
  • 8 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2019 and 3 closed out, a net change of +5 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2019 was Citadel Advisors, an estimated $4.13M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2019 was Xponance, an estimated $1.25M sold.

Based on aggregated 13F filings for Q4 2019.