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WisdomTree International AI Enhanced Value Fund

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

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

0.49% less ownership

Funds ownership: 29.16%28.67% (-0.49%)

7% less capital invested

Capital invested by funds: $42.9M → $39.7M (-$3.16M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$217K +$230K +5,312 New
TC
27
Truvestments Capital
Florida
$186K +$197K +4,566 New
Osaic Holdings
28
Osaic Holdings
Arizona
$166K -$41.4K -958 -19%
BFC
29
Bedel Financial Consulting
Indiana
$137K +$2.38K +55 +2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$66K +$39.9K +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 +$17.3K +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 +$346 +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
Barclays
46
Barclays
United Kingdom
+$43 +1 New

AIVI Hedge Fund Activity: Q3 2021 in Review

42 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q3 2021, worth a combined $39.7M — down 7.4% from $42.9M a quarter earlier.

Fund positioning in AIVI was balanced in Q3 2021: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $1.78M. The largest seller was XML Financial, cutting an estimated $1.66M.

  • 42 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $39.7M of WisdomTree International AI Enhanced Value Fund stock for Q3 2021, down 7.4% quarter-over-quarter.
  • 4 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q3 2021 and 4 closed out, a net change of 0 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q3 2021 was Jane Street, an estimated $1.78M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q3 2021 was XML Financial, an estimated $1.66M sold.

Based on aggregated 13F filings for Q3 2021.