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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

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
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

1
CAN
Cetera Advisor Networks
California
+$1.66M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.58M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$790K
4
Bank of America
Bank of America
North Carolina
+$651K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$511K

Top Sellers

1
TCPWM
Traverso Chambers Private Wealth Management
California
-$12.5M
2
XF
XML Financial
Maryland
-$3.84M
3
X
Xponance
Pennsylvania
-$3.28M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.35M
5
Morgan Stanley
Morgan Stanley
New York
-$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
26
Private Ocean
California
$60K – – –
SPIA
27
Steward Partners Investment Advisory
New York
$39K – – –
ADL
28
Asset Dedication LLC
California
$31K +$31K +987 New
TCOV
29
Trust Company of Vermont
Vermont
$22K -$17K -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 +$14K +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 +$6K +196 New
CAN
38
Claraphi Advisory Network
United States
$6K +$6K +200 New
FRA
39
Front Row Advisors
California
$5K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$3K – – –
US Bancorp
41
US Bancorp
Minnesota
$2K +$2K +78 New
WIM
42
Westside Investment Management
California
$15 +$15 +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
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