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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

39 hedge funds and large institutions have $16.2M invested in WisdomTree International AI Enhanced Value Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.63M
2
Jane Street
2
Jane Street
New York
$2.13M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.15M
4
IAMOG
4
Investors Asset Management of Georgia
Georgia
$102K
5
LFG
5
Larson Financial Group
Missouri
$195K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.6M
2
UBS Group
2
UBS Group
Switzerland
$58K
3
KPWS
3
Kestra Private Wealth Services
Texas
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3.61M
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$34K – – –
FFA
27
Founders Financial Alliance
North Carolina
$26K +$26K +726 New
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$22K – – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$20K -$33.1K -914 -62%
GWM
30
Geneos Wealth Management
Colorado
$20K – – –
AF
31
Advisornet Financial
Minnesota
$15K – – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$14K – – –
UWM
33
Urban Wealth Management
California
$14K +$14K +400 New
CFD
34
Creative Financial Designs
Indiana
$11K +$11K +300 New
CFGS
35
Concourse Financial Group Securities
Alabama
$9K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
AA
37
AlphaMark Advisors
Kentucky
$6K – – –
HF
38
Halpern Financial
Virginia
$4.45K +$4.45K +125 New
TFA
39
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
KPWS
40
Kestra Private Wealth Services
Texas
– -$636K -15,862 Closed
Creative Planning
41
Creative Planning
Kansas
– -$213K -5,312 Closed
Bank of America
42
Bank of America
North Carolina
– -$205K -5,119 Closed
BFC
43
Bedel Financial Consulting
Indiana
– -$136K -3,400 Closed
WIM
44
Westside Investment Management
California
– -$20 -500 Closed
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