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WisdomTree International AI Enhanced Value Fund
AIVI

37 hedge funds and large institutions have $16.8M invested in WisdomTree International AI Enhanced Value Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

66% more capital invested

Capital invested by funds: $10.1M → $16.8M (+$6.66M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

19% more funds holding

Funds holding: 31 → 37 (+6)

10.61% more ownership

Funds ownership: 14.2% → 24.81% (+11%)

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.47M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$482K
3
Jane Street
Jane Street
New York
+$271K
4
GIA
Gladstone Institutional Advisory
Florida
+$214K
5
Stifel Financial
Stifel Financial
Missouri
+$204K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$565K
2
FTUS
Flow Traders U.S.
New York
-$504K
3
OMC
Old Mission Capital
Illinois
-$303K
4
Osaic Holdings
Osaic Holdings
Arizona
-$272K
5
LFG
Larson Financial Group
Missouri
-$73.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
26
Cherry Tree Wealth Management
Minnesota
$31.9K -$9.34K -244 -24%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$26K – – –
GWM
28
Geneos Wealth Management
Colorado
$22.9K – – –
PCMC
29
Planning Capital Management Corporation
Pennsylvania
$16.1K +$15.3K +399 New
CFD
30
Creative Financial Designs
Indiana
$12.1K – – –
CFGS
31
Concourse Financial Group Securities
Alabama
$10.3K – – –
ASN
32
Advisory Services Network
Georgia
$5.96K +$5.63K +147 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$4.17K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$721 -$1.3K -34 -67%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$40 +$38 +1 New
Wells Fargo
37
Wells Fargo
California
$37 – – –
Citadel Advisors
38
Citadel Advisors
Florida
– -$565K -15,051 Closed
FTUS
39
Flow Traders U.S.
New York
– -$504K -13,430 Closed
FRA
40
Front Row Advisors
California
– -$5.52K -147 Closed
1
2

AIVI Hedge Fund Activity: Q4 2023 in Review

37 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2023, worth a combined $16.8M — up 66% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AIVI positions and 3 closed out — a net gain of 6 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.47M. The largest seller was Citadel Advisors, exiting entirely with an estimated $565K sold.

  • 37 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2023, up from 31 in Q3 2023.
  • Funds reported $16.8M of WisdomTree International AI Enhanced Value Fund stock for Q4 2023, up 66% quarter-over-quarter.
  • 9 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2023 and 3 closed out, a net change of +6 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.47M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2023 was Citadel Advisors, an estimated $565K sold.

Based on aggregated 13F filings for Q4 2023.