WisdomTree International AI Enhanced Value Fund
AIVI
28 hedge funds and large institutions have $11.2M invested in WisdomTree International AI Enhanced Value Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 7 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
11% more capital invested
Capital invested by funds: $10.1M → $11.2M (+$1.09M)
1.3% more ownership
Funds ownership: 14.64% → 15.94% (+1.3%)
18% less funds holding
Funds holding: 34 → 28 (-6)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$658K |
| 2 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$331K |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$299K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$197K |
| 5 |
APC
Asset Planning Corporation
Knoxville,
Tennessee
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$563K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$419K |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$381K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$375K |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$17.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
27
JP Morgan Chase
New York
| $738 | -$42 | -1 | -6% |
|
28
Wells Fargo
San Francisco,
California
| $76 | +$42 | +1 | +100% |
|
|
29
Jane Street
New York
| – | -$563K | -14,313 | Closed |
|
|
OMC
30
Old Mission Capital
Chicago,
Illinois
| – | -$419K | -10,652 | Closed |
|
|
31
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$381K | -9,698 | Closed |
|
|
FTUS
32
Flow Traders U.S.
New York
| – | -$375K | -9,527 | Closed |
|
|
ATPW
33
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$17.7K | -450 | Closed |
|
|
PCMC
34
Planning Capital Management Corporation
Paoli,
Pennsylvania
| – | -$16.2K | -412 | Closed |
|
|
FRA
35
Front Row Advisors
Tiburon,
California
| – | -$5.79K | -147 | Closed |
|
AIVI Hedge Fund Activity: Q3 2024 in Review
28 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q3 2024, worth a combined $11.2M — up 11% from $10.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AIVI and 1 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 12 added.
The largest buyer was LPL Financial, adding an estimated $658K. The largest seller was Jane Street, exiting entirely with an estimated $563K sold.
- 28 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q3 2024, down from 34 in Q2 2024.
- Funds reported $11.2M of WisdomTree International AI Enhanced Value Fund stock for Q3 2024, up 11% quarter-over-quarter.
- 1 fund opened new WisdomTree International AI Enhanced Value Fund positions in Q3 2024 and 7 closed out, a net change of -6 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q3 2024 was LPL Financial, an estimated $658K added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q3 2024 was Jane Street, an estimated $563K sold.
Based on aggregated 13F filings for Q3 2024.