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WisdomTree International AI Enhanced Value Fund

42 hedge funds and large institutions have $42.5M invested in WisdomTree International AI Enhanced Value Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4142 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

4% more capital invested

Capital invested by funds: $40.8M → $42.5M (+$1.65M)

0.26% less ownership

Funds ownership: 29.72%29.46% (-0.26%)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$217K +$53.4K +1,268 +33%
OMC
27
Old Mission Capital
Illinois
$203K +$201K +4,783 New
BFC
28
Bedel Financial Consulting
Indiana
$140K +$842 +20 +0.6%
LFG
29
Larson Financial Group
Missouri
$129K +$98.8K +2,346 +341%
William Blair & Company
30
William Blair & Company
Illinois
$62K
SPIA
31
Steward Partners Investment Advisory
New York
$40.7K
GWM
32
Geneos Wealth Management
Colorado
$24K
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$21K +$20.8K +494 New
GRP
34
Global Retirement Partners
California
$20K
AIC
35
Ameritas Investment Company
Nebraska
$19.1K +$19K +450 New
AF
36
Advisornet Financial
Minnesota
$18K
SFS
37
Sowell Financial Services
Arkansas
$18K
CFD
38
Creative Financial Designs
Indiana
$13K
CFGS
39
Concourse Financial Group Securities
Alabama
$10K
AA
40
AlphaMark Advisors
Kentucky
$8K
FRA
41
Front Row Advisors
California
$6K
WIM
42
Westside Investment Management
California
$21
FMBTD
43
First Midwest Bank Trust Division
Illinois
-$227K -5,607 Closed
APC
44
Asset Planning Corporation
Tennessee
-$119K -2,937 Closed
ASN
45
Advisory Services Network
Georgia
-$9K -231 Closed

AIVI Hedge Fund Activity: Q1 2021 in Review

42 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2021, worth a combined $42.5M — up 4% from $40.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AIVI positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.21M. The largest seller was Citadel Advisors, cutting an estimated $1.44M.

  • 42 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2021, up from 41 in Q4 2020.
  • Funds reported $42.5M of WisdomTree International AI Enhanced Value Fund stock for Q1 2021, up 4% quarter-over-quarter.
  • 5 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2021 and 4 closed out, a net change of +1 holder.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2021 was Susquehanna International Group, an estimated $1.21M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2021 was Citadel Advisors, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2021.