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WisdomTree International AI Enhanced Value Fund

37 hedge funds and large institutions have $24.6M invested in WisdomTree International AI Enhanced Value Fund in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.7% less ownership

Funds ownership: 28.18%20.48% (-7.7%)

14% less funds holding

Funds holding: 4337 (-6)

37% less capital invested

Capital invested by funds: $38.9M → $24.6M (-$14.3M)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
37
Holders Change
-6
Holders Change %
-13.95%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$83K -$38.2K -925 -31%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$59K
William Blair & Company
28
William Blair & Company
Illinois
$58K
SPIA
29
Steward Partners Investment Advisory
New York
$38K
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$24K
GWM
31
Geneos Wealth Management
Colorado
$22K
AF
32
Advisornet Financial
Minnesota
$17K
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$16K
CFGS
34
Concourse Financial Group Securities
Alabama
$10K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$9K +$9.67K +234 New
AA
36
AlphaMark Advisors
Kentucky
$7K -$1.03K -25 -13%
WIM
37
Westside Investment Management
California
$20
Citadel Advisors
38
Citadel Advisors
Florida
-$3.54M -84,699 Closed
TCM
39
Telos Capital Management
California
-$3.39M -80,966 Closed
OMC
40
Old Mission Capital
Illinois
-$200K -4,783 Closed
SCA
41
Snowden Capital Advisors
New York
-$46K -1,120 Closed
CFD
42
Creative Financial Designs
Indiana
-$13K -300 Closed
KCM
43
KRS Capital Management
Michigan
-$8K -200 Closed
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
-$8K -188 Closed
FRA
45
Front Row Advisors
California
-$6K -147 Closed

AIVI Hedge Fund Activity: Q1 2022 in Review

37 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2022, worth a combined $24.6M — down 37% from $38.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AIVI and 2 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 6 added.

The largest buyer was Royal Bank of Canada, adding an estimated $650K. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.54M sold.

  • 37 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2022, down from 43 in Q4 2021.
  • Funds reported $24.6M of WisdomTree International AI Enhanced Value Fund stock for Q1 2022, down 37% quarter-over-quarter.
  • 2 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2022 and 8 closed out, a net change of -6 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2022 was Royal Bank of Canada, an estimated $650K added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2022 was Citadel Advisors, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2022.