WisdomTree International AI Enhanced Value Fund
AIVI
31 hedge funds and large institutions have $12.1M invested in WisdomTree International AI Enhanced Value Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
11% more funds holding
Funds holding: 28 → 31 (+3)
8% more capital invested
Capital invested by funds: $11.2M → $12.1M (+$912K)
2.66% more ownership
Funds ownership: 15.94% → 18.6% (+2.7%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$1.78M |
| 2 |
Jane Street
New York
|
+$516K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$463K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$158K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$84.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$497K |
| 2 |
APC
Asset Planning Corporation
Knoxville,
Tennessee
|
-$206K |
| 3 |
BW
BIP Wealth
Atlanta,
Georgia
|
-$102K |
| 4 |
Morgan Stanley
New York
|
-$64.9K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$13.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $22.3K | – | – | – |
|
|
CFGS
27
Concourse Financial Group Securities
Birmingham,
Alabama
| $10.2K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
29
JP Morgan Chase
New York
| $664 | – | – | – |
|
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $433 | +$454 | +11 | New |
|
31
Fidelity Investments
Boston,
Massachusetts
| $39 | +$41 | +1 | New |
|
|
APC
32
Asset Planning Corporation
Knoxville,
Tennessee
| – | -$206K | -4,697 | Closed |
|
|
CFD
33
Creative Financial Designs
Kokomo,
Indiana
| – | -$13.1K | -300 | Closed |
|
AIVI Hedge Fund Activity: Q4 2024 in Review
31 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2024, worth a combined $12.1M — up 8.2% from $11.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AIVI positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.78M. The largest seller was LPL Financial, cutting an estimated $497K.
- 31 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2024, up from 28 in Q3 2024.
- Funds reported $12.1M of WisdomTree International AI Enhanced Value Fund stock for Q4 2024, up 8.2% quarter-over-quarter.
- 6 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2024 and 2 closed out, a net change of +4 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $1.78M added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2024 was LPL Financial, an estimated $497K sold.
Based on aggregated 13F filings for Q4 2024.