WisdomTree International AI Enhanced Value Fund
AIVI
34 hedge funds and large institutions have $15.8M invested in WisdomTree International AI Enhanced Value Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
83% more capital invested
Capital invested by funds: $8.63M → $15.8M (+$7.18M)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
8.47% more ownership
Funds ownership: 11.37% → 19.84% (+8.5%)
6% more funds holding
Funds holding: 32 → 34 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.35M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$666K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$207K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$200K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$46.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.07M |
| 2 |
Morgan Stanley
New York
|
-$302K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$235K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$86.7K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $11.7K | – | – | – |
|
|
CFGS
27
Concourse Financial Group Securities
Birmingham,
Alabama
| $9.91K | – | – | – |
|
|
FRA
28
Front Row Advisors
Tiburon,
California
| $6K | – | – | – |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $5.67K | – | – | – |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
31
UBS Group
Zurich,
Switzerland
| $3.92K | -$22.7K | -591 | -85% |
|
32
JP Morgan Chase
New York
| $1.9K | +$1.88K | +49 | New |
|
|
TFA
33
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
34
Fidelity Investments
Boston,
Massachusetts
| $311 | +$307 | +8 | New |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.07M | -29,505 | Closed |
|
|
AF
36
Advisornet Financial
Minnetonka,
Minnesota
| – | -$15K | -416 | Closed |
|
37
Rockefeller Capital Management
New York
| – | -$14K | -400 | Closed |
|
AIVI Hedge Fund Activity: Q1 2023 in Review
34 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2023, worth a combined $15.8M — up 83% from $8.63M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AIVI positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, adding an estimated $4.35M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.07M sold.
- 34 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2023, up from 32 in Q4 2022.
- Funds reported $15.8M of WisdomTree International AI Enhanced Value Fund stock for Q1 2023, up 83% quarter-over-quarter.
- 5 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2023 and 3 closed out, a net change of +2 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2023 was Jane Street, an estimated $4.35M added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2023 was Susquehanna International Group, an estimated $1.07M sold.
Based on aggregated 13F filings for Q1 2023.