WisdomTree International AI Enhanced Value Fund
AIVI
31 hedge funds and large institutions have $10.1M invested in WisdomTree International AI Enhanced Value Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 30 → 31 (+1)
0.12% more ownership
Funds ownership: 14.09% → 14.2% (+0.12%)
0% less capital invested
Capital invested by funds: $10.2M → $10.1M (-$29.9K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$523K |
| 2 |
Jane Street
New York
|
+$295K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$199K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$189K |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$46.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
BIP Wealth
Atlanta,
Georgia
|
-$236K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$207K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$203K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$109K |
| 5 |
XF
XML Financial
Bethesda,
Maryland
|
-$102K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $9.58K | – | – | – |
|
|
FRA
27
Front Row Advisors
Tiburon,
California
| $5.52K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
29
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.87K | +$4.01K | +103 | New |
|
30
JP Morgan Chase
New York
| $1.94K | +$39 | +1 | +2% |
|
|
31
Wells Fargo
San Francisco,
California
| $50 | -$109K | -2,793 | -100% |
|
|
32
Stifel Financial
St. Louis,
Missouri
| – | -$207K | -5,315 | Closed |
|
|
33
Creative Planning
Overland Park,
Kansas
| – | -$203K | -5,211 | Closed |
|
AIVI Hedge Fund Activity: Q3 2023 in Review
31 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q3 2023, worth a combined $10.1M — down 0.29% from $10.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AIVI positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $523K. The largest seller was BIP Wealth, cutting an estimated $236K.
- 31 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q3 2023, up from 30 in Q2 2023.
- Funds reported $10.1M of WisdomTree International AI Enhanced Value Fund stock for Q3 2023, down 0.29% quarter-over-quarter.
- 3 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q3 2023 was Flow Traders U.S., an estimated $523K added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q3 2023 was BIP Wealth, an estimated $236K sold.
Based on aggregated 13F filings for Q3 2023.