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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

42 hedge funds and large institutions have $39.7M invested in WisdomTree International AI Enhanced Value Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.73M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.62M
3
Ameriprise
3
Ameriprise
Minnesota
$7.48M
4
Creative Planning
4
Creative Planning
Kansas
$217K
5
TC
5
Truvestments Capital
Florida
$186K

Top Sellers

1
XF
1
XML Financial
Maryland
$2.14M
2
Citigroup
2
Citigroup
New York
$218K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.34M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.86M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$217K +$217K +5,312 New
TC
27
Truvestments Capital
Florida
$186K +$186K +4,566 New
Osaic Holdings
28
Osaic Holdings
Arizona
$166K -$38.9K -958 -19%
BFC
29
Bedel Financial Consulting
Indiana
$137K +$2.23K +55 +2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$66K +$37.7K +922 +133%
William Blair & Company
31
William Blair & Company
Illinois
$59K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$39K – – –
GWM
33
Geneos Wealth Management
Colorado
$23K – – –
AF
34
Advisornet Financial
Minnesota
$17K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$16K +$16K +400 New
CFD
36
Creative Financial Designs
Indiana
$12K – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$10K – – –
AA
38
AlphaMark Advisors
Kentucky
$8K – – –
FRA
39
Front Row Advisors
California
$6K – – –
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$1K +$615 +8 +160%
WIM
41
Westside Investment Management
California
$20 – – –
OMC
42
Old Mission Capital
Illinois
– -$207K -4,783 Closed
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
– -$80K -1,772 Closed
GRP
44
Global Retirement Partners
California
– -$20K -463 Closed
ASN
45
Advisory Services Network
Georgia
– -$10K -233 Closed
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