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WisdomTree International AI Enhanced Value Fund

43 hedge funds and large institutions have $38.9M invested in WisdomTree International AI Enhanced Value Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 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: 4243 (+1)

0.5% less ownership

Funds ownership: 28.67%28.18% (-0.5%)

2% less capital invested

Capital invested by funds: $39.7M → $38.9M (-$813K)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
26
Bedel Financial Consulting
Indiana
$142K +$702 +17 +0.5%
Osaic Holdings
27
Osaic Holdings
Arizona
$127K -$43.9K -1,062 -26%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$110K +$107K +2,600 New
Fidelity Investments
29
Fidelity Investments
Massachusetts
$61K -$6.07K -147 -9%
William Blair & Company
30
William Blair & Company
Illinois
$61K
SCA
31
Snowden Capital Advisors
New York
$46K +$46.3K +1,120 New
SPIA
32
Steward Partners Investment Advisory
New York
$40K
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$26K +$25.3K +612 New
GWM
34
Geneos Wealth Management
Colorado
$23K
AF
35
Advisornet Financial
Minnesota
$17K
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$16K
CFD
37
Creative Financial Designs
Indiana
$13K
CFGS
38
Concourse Financial Group Securities
Alabama
$11K
AA
39
AlphaMark Advisors
Kentucky
$8K
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$8K +$7.23K +175 +1,346%
KCM
41
KRS Capital Management
Michigan
$8K +$8.26K +200 New
FRA
42
Front Row Advisors
California
$6K
WIM
43
Westside Investment Management
California
$20
WS
44
Wedbush Securities
California
-$307K -7,523 Closed
Bank of New York Mellon
45
Bank of New York Mellon
New York
-$293K -7,195 Closed
EH
46
Equitable Holdings
New York
-$270K -6,613 Closed

AIVI Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2021, worth a combined $38.9M — down 2% from $39.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AIVI positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.14M.

  • 43 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2021, up from 42 in Q3 2021.
  • Funds reported $38.9M of WisdomTree International AI Enhanced Value Fund stock for Q4 2021, down 2% quarter-over-quarter.
  • 5 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2021 and 4 closed out, a net change of +1 holder.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2021 was Citadel Advisors, an estimated $1.44M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2021 was Commonwealth Equity Services, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2021.