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WisdomTree International AI Enhanced Value Fund
AIVI

42 hedge funds and large institutions have $27.4M invested in WisdomTree International AI Enhanced Value Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0% more funds holding

Funds holding: 42 → 42 (0)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

12.58% less ownership

Funds ownership: 36.45% → 23.87% (-13%)

54% less capital invested

Capital invested by funds: $59.8M → $27.4M (-$32.4M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
9
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
+$2.03M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.93M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$965K
4
Bank of America
Bank of America
North Carolina
+$795K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$624K

Top Sellers

Rank Fund Capital Flow
1
TCPWM
Traverso Chambers Private Wealth Management
California
-$12.5M
2
XF
XML Financial
Maryland
-$4.69M
3
X
Xponance
Pennsylvania
-$3.28M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.87M
5
Morgan Stanley
Morgan Stanley
New York
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
PO
26
Private Ocean
California
$60K – – –
SPIA
27
Steward Partners Investment Advisory
New York
$39K – – –
ADL
28
Asset Dedication LLC
California
$31K +$37.9K +987 New
TCOV
29
Trust Company of Vermont
Vermont
$22K -$20.5K -535 -44%
FHA
30
Flagship Harbor Advisors
Massachusetts
$21K – – –
GWM
31
Geneos Wealth Management
Colorado
$17K – – –
GRP
32
Global Retirement Partners
California
$15K – – –
AIC
33
Ameritas Investment Company
Nebraska
$14K +$16.9K +440 New
AF
34
Advisornet Financial
Minnesota
$13K – – –
SFS
35
Sowell Financial Services
Arkansas
$13K – – –
ASN
36
Advisory Services Network
Georgia
$7K – – –
QCG
37
Quadrant Capital Group
Ohio
$6K +$7.53K +196 New
CAN
38
Claraphi Advisory Network
United States
$6K +$7.68K +200 New
FRA
39
Front Row Advisors
California
$5K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$3K – – –
US Bancorp
41
US Bancorp
Minnesota
$2K +$3K +78 New
WIM
42
Westside Investment Management
California
$15 +$19.2K +500 New
TCPWM
43
Traverso Chambers Private Wealth Management
California
– -$12.5M -294,345 Closed
X
44
Xponance
Pennsylvania
– -$3.28M -77,061 Closed
GIA
45
GHP Investment Advisors
Colorado
– -$459K -10,769 Closed
FMBTD
46
First Midwest Bank Trust Division
Illinois
– -$239K -5,607 Closed
Creative Planning
47
Creative Planning
Kansas
– -$222K -5,214 Closed
IFWM
48
Institute for Wealth Management
Colorado
– -$201K -4,723 Closed
TFS
49
TrustCore Financial Services
Tennessee
– -$25K -575 Closed
RCA
50
Ranch Capital Advisors
Florida
– -$10K -226 Closed
1
2
3

AIVI Hedge Fund Activity: Q1 2020 in Review

42 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2020, worth a combined $27.4M — down 54% from $59.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AIVI positions and 9 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $2.03M. The largest seller was Traverso Chambers Private Wealth Management, exiting entirely with an estimated $12.5M sold.

  • 42 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $27.4M of WisdomTree International AI Enhanced Value Fund stock for Q1 2020, down 54% quarter-over-quarter.
  • 11 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2020 and 9 closed out, a net change of +2 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2020 was Cetera Advisor Networks, an estimated $2.03M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2020 was Traverso Chambers Private Wealth Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2020.