WisdomTree International AI Enhanced Value Fund
AIVI
34 hedge funds and large institutions have $10.1M invested in WisdomTree International AI Enhanced Value Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
1.49% less ownership
Funds ownership: 16.12% → 14.64% (-1.5%)
6% less funds holding
Funds holding: 36 → 34 (-2)
15% less capital invested
Capital invested by funds: $11.9M → $10.1M (-$1.83M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$362K |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$243K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$243K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$101K |
| 5 |
LPL Financial
San Diego,
California
|
+$59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$720K |
| 2 |
BW
BIP Wealth
Atlanta,
Georgia
|
-$605K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$271K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$231K |
| 5 |
Morgan Stanley
New York
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATPW
26
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $17.7K | +$18.3K | +450 | New |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $17.5K | +$2.81K | +69 | +18% |
|
|
PCMC
28
Planning Capital Management Corporation
Paoli,
Pennsylvania
| $16.2K | +$448 | +11 | +3% |
|
|
CFD
29
Creative Financial Designs
Kokomo,
Indiana
| $11.8K | – | – | – |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $10K | – | – | – |
|
|
FRA
31
Front Row Advisors
Tiburon,
California
| $5.79K | – | – | – |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
33
JP Morgan Chase
New York
| $705 | – | – | – |
|
34
Wells Fargo
San Francisco,
California
| $36 | – | – | – |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$231K | -5,631 | Closed |
|
36
Stifel Financial
St. Louis,
Missouri
| – | -$204K | -4,969 | Closed |
|
|
TC
37
Truvestments Capital
Sarasota,
Florida
| – | -$179K | -4,359 | Closed |
|
38
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$4.23K | -103 | Closed |
|
39
UBS Group
Zurich,
Switzerland
| – | -$492 | -12 | Closed |
|
AIVI Hedge Fund Activity: Q2 2024 in Review
34 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q2 2024, worth a combined $10.1M — down 15% from $11.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AIVI and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 11 added.
The largest buyer was National Bank of Canada, adding an estimated $362K. The largest seller was Flow Traders U.S., cutting an estimated $720K.
- 34 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q2 2024, down from 36 in Q1 2024.
- Funds reported $10.1M of WisdomTree International AI Enhanced Value Fund stock for Q2 2024, down 15% quarter-over-quarter.
- 3 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q2 2024 and 5 closed out, a net change of -2 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q2 2024 was National Bank of Canada, an estimated $362K added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q2 2024 was Flow Traders U.S., an estimated $720K sold.
Based on aggregated 13F filings for Q2 2024.