We are live on ! Find out more
AIVI icon

WisdomTree International AI Enhanced Value Fund

39 hedge funds and large institutions have $31.8M invested in WisdomTree International AI Enhanced Value Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $27.4M → $31.8M (+$4.44M)

3.7% more ownership

Funds ownership: 23.87%27.58% (+3.7%)

7% less funds holding

Funds holding: 4239 (-3)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
26
Asset Dedication LLC
California
$34K
FHA
27
Flagship Harbor Advisors
Massachusetts
$24K
PAG
28
Private Advisor Group
New Jersey
$20K +$18.7K +550 New
GWM
29
Geneos Wealth Management
Colorado
$19K
GRP
30
Global Retirement Partners
California
$16K
AF
31
Advisornet Financial
Minnesota
$15K
SFS
32
Sowell Financial Services
Arkansas
$14K
CFD
33
Creative Financial Designs
Indiana
$11K +$10.2K +300 New
TCOV
34
Trust Company of Vermont
Vermont
$7K -$17K -500 -72%
FRA
35
Front Row Advisors
California
$5K
AF
36
Allworth Financial
California
$5K +$4.51K +133 New
CFGS
37
Concourse Financial Group Securities
Alabama
$4K
TFA
38
Transamerica Financial Advisors
Florida
$1K +$34 +1 New
WIM
39
Westside Investment Management
California
$17
Bank of New York Mellon
40
Bank of New York Mellon
New York
-$511K -16,241 Closed
PO
41
Private Ocean
California
-$60K -1,925 Closed
AIC
42
Ameritas Investment Company
Nebraska
-$14K -440 Closed
ASN
43
Advisory Services Network
Georgia
-$7K -227 Closed
CAN
44
Claraphi Advisory Network
United States
-$6K -200 Closed
QCG
45
Quadrant Capital Group
Ohio
-$6K -196 Closed
US Bancorp
46
US Bancorp
Minnesota
-$2K -78 Closed

AIVI Hedge Fund Activity: Q2 2020 in Review

39 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q2 2020, worth a combined $31.8M — up 16% from $27.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AIVI and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, adding an estimated $2.11M. The largest seller was Susquehanna International Group, cutting an estimated $1.46M.

  • 39 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q2 2020, down from 42 in Q1 2020.
  • Funds reported $31.8M of WisdomTree International AI Enhanced Value Fund stock for Q2 2020, up 16% quarter-over-quarter.
  • 4 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q2 2020 and 7 closed out, a net change of -3 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q2 2020 was Citadel Advisors, an estimated $2.11M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q2 2020 was Susquehanna International Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2020.