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WisdomTree International AI Enhanced Value Fund
AIVI

38 hedge funds and large institutions have $32.7M invested in WisdomTree International AI Enhanced Value Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

3% more capital invested

Capital invested by funds: $31.8M → $32.7M (+$862K)

0.84% less ownership

Funds ownership: 27.58% → 26.74% (-0.84%)

3% less funds holding

Funds holding: 39 → 38 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
XF
XML Financial
Maryland
+$922K
2
AAS
Avantax Advisory Services
Texas
+$814K
3
Morgan Stanley
Morgan Stanley
New York
+$464K
4
Ameriprise
Ameriprise
Minnesota
+$327K
5
FMBTD
First Midwest Bank Trust Division
Illinois
+$206K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.44M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$720K
3
LPL Financial
LPL Financial
California
-$259K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$256K
5
Jane Street
Jane Street
New York
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$45K – – –
FHA
27
Flagship Harbor Advisors
Massachusetts
$24K – – –
GWM
28
Geneos Wealth Management
Colorado
$20K – – –
GRP
29
Global Retirement Partners
California
$17K – – –
AF
30
Advisornet Financial
Minnesota
$15K – – –
SFS
31
Sowell Financial Services
Arkansas
$14K – – –
CFD
32
Creative Financial Designs
Indiana
$11K – – –
ASN
33
Advisory Services Network
Georgia
$8K +$8.45K +230 New
FRA
34
Front Row Advisors
California
$6K – – –
CFGS
35
Concourse Financial Group Securities
Alabama
$4K – – –
ZB
36
Zions Bancorporation
Utah
$2K +$1.84K +50 New
WIM
37
Westside Investment Management
California
$17 – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
– -$256K -7,200 Closed
ADL
39
Asset Dedication LLC
California
– -$34K -987 Closed
PAG
40
Private Advisor Group
New Jersey
– -$20K -550 Closed
TCOV
41
Trust Company of Vermont
Vermont
– -$6.61K -180 -94%
AF
42
Allworth Financial
California
– -$5K -133 Closed
TFA
43
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
1
2

AIVI Hedge Fund Activity: Q3 2020 in Review

38 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q3 2020, worth a combined $32.7M — up 2.7% from $31.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AIVI and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 13 added.

The largest buyer was XML Financial, adding an estimated $922K. The largest seller was Citadel Advisors, cutting an estimated $1.44M.

  • 38 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q3 2020, down from 39 in Q2 2020.
  • Funds reported $32.7M of WisdomTree International AI Enhanced Value Fund stock for Q3 2020, up 2.7% quarter-over-quarter.
  • 4 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q3 2020 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q3 2020 was XML Financial, an estimated $922K added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q3 2020 was Citadel Advisors, an estimated $1.44M sold.

Based on aggregated 13F filings for Q3 2020.