WisdomTree International AI Enhanced Value Fund
AIVI
32 hedge funds and large institutions have $8.63M invested in WisdomTree International AI Enhanced Value Fund in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 4 closing their positions.
2.84% less ownership
Funds ownership: 14.21% → 11.37% (-2.8%)
9% less funds holding
Funds holding: 35 → 32 (-3)
46% less capital invested
Capital invested by funds: $16M → $8.63M (-$7.39M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$332K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$274K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$4.99K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
KRS Capital Management
Bloomfield,
Michigan
|
-$6.09M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.6M |
| 3 |
Jane Street
New York
|
-$835K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$822K |
| 5 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$247K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Rockefeller Capital Management
New York
| $14K | – | – | – |
|
|
CFD
27
Creative Financial Designs
Kokomo,
Indiana
| $10.8K | – | – | – |
|
|
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| $9.21K | – | – | – |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $5.26K | +$4.99K | +146 | New |
|
|
FRA
30
Front Row Advisors
Tiburon,
California
| $5K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | -$4.03K | -118 | -50% |
|
|
TFA
32
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
ONB
33
Old National Bancorp
Evansville,
Indiana
| – | -$247K | -8,090 | Closed |
|
34
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$230K | -7,574 | Closed |
|
|
IAMOG
35
Investors Asset Management of Georgia
Atlanta,
Georgia
| – | -$88K | -2,877 | Closed |
|
|
KCM
36
KRS Capital Management
Bloomfield,
Michigan
| – | -$6.09M | -200 | Closed |
|
AIVI Hedge Fund Activity: Q4 2022 in Review
32 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2022, worth a combined $8.63M — down 46% from $16M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AIVI and 2 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 5 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.05M. The largest seller was KRS Capital Management, exiting entirely with an estimated $6.09M sold.
- 32 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2022, down from 35 in Q3 2022.
- Funds reported $8.63M of WisdomTree International AI Enhanced Value Fund stock for Q4 2022, down 46% quarter-over-quarter.
- 2 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2022 and 4 closed out, a net change of -2 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2022 was Old Mission Capital, an estimated $1.05M added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2022 was KRS Capital Management, an estimated $6.09M sold.
Based on aggregated 13F filings for Q4 2022.