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WisdomTree International AI Enhanced Value Fund
AIVI

35 hedge funds and large institutions have $16M invested in WisdomTree International AI Enhanced Value Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

1% less capital invested

Capital invested by funds: $16.2M → $16M (-$153K)

2.63% less ownership

Funds ownership: 16.85% → 14.21% (-2.6%)

10% less funds holding

Funds holding: 39 → 35 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
9
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$608K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$76.3K
3
APA
American Portfolios Advisors
New York
+$46K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$34.7K
5
KCM
KRS Capital Management
Michigan
+$6.95K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.59M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.34M
3
Jane Street
Jane Street
New York
-$789K
4
Morgan Stanley
Morgan Stanley
New York
-$779K
5
Citigroup
Citigroup
New York
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$18K – – –
GWM
27
Geneos Wealth Management
Colorado
$17K – – –
AF
28
Advisornet Financial
Minnesota
$13K – – –
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$12K – – –
CFD
30
Creative Financial Designs
Indiana
$9K – – –
CFGS
31
Concourse Financial Group Securities
Alabama
$8K – – –
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
FRA
33
Front Row Advisors
California
$5K +$5.11K +147 New
TFA
34
Transamerica Financial Advisors
Florida
$1K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$35 +$34.7K +1,000 New
Ameriprise
36
Ameriprise
Minnesota
– -$1.59M -44,842 Closed
CAN
37
Cetera Advisor Networks
California
– -$243K -6,820 Closed
FFA
38
Founders Financial Alliance
North Carolina
– -$26K -726 Closed
Fidelity Investments
39
Fidelity Investments
Massachusetts
– -$20K -552 Closed
AA
40
AlphaMark Advisors
Kentucky
– -$6K -175 Closed
HF
41
Halpern Financial
Virginia
– -$4.45K -125 Closed
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AIVI Hedge Fund Activity: Q3 2022 in Review

35 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q3 2022, worth a combined $16M — down 0.94% from $16.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of AIVI and 3 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Royal Bank of Canada, adding an estimated $608K. The largest seller was Ameriprise, exiting entirely with an estimated $1.59M sold.

  • 35 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q3 2022, down from 39 in Q2 2022.
  • Funds reported $16M of WisdomTree International AI Enhanced Value Fund stock for Q3 2022, down 0.94% quarter-over-quarter.
  • 3 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q3 2022 and 6 closed out, a net change of -3 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q3 2022 was Royal Bank of Canada, an estimated $608K added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q3 2022 was Ameriprise, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2022.