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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

64 hedge funds and large institutions have $104M invested in WisdomTree International AI Enhanced Value Fund in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
24
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$14.9M
2
VKH
2
Virtu KCG Holdings
New York
$1.67M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.16M
4
FBNAT
4
FirstMerit Bank N.A. Trustee
Ohio
$1.83M
5
Wells Fargo
5
Wells Fargo
California
$17.5M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$6.66M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.3M
3
CA
3
Cumberland Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$1.15M
5
SC
5
SouthState Corp
Florida
$441K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$40K 930 +675 +265%
HPBT
52
High Point Bank & Trust
North Carolina
$39K 895 – –
Federated Hermes
53
Federated Hermes
Pennsylvania
$32K 755 – –
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$31K 729 – –
NPC
55
National Planning Corporation
California
$27.5K 659 +659 New
Canada Life
56
Canada Life
Manitoba, Canada
$25K 569 – –
NFG
57
Next Financial Group
Texas
$15K 360 +150 +71%
PG
58
Patten Group
Tennessee
$12K 275 +275 New
ASN
59
Advisory Services Network
Georgia
$7K 152 +152 New
Deutsche Bank
60
Deutsche Bank
Germany
$4K 100 – –
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$4K 98 +54 +123%
BRWA
62
B. Riley Wealth Advisors
Florida
$9 200 +200 New
CA
63
Cumberland Advisors
Florida
– – -72,520 Closed
B
64
Baird
Wisconsin
– – -20,780 Closed
CPC
65
Cookson Peirce & Co
Pennsylvania
– – -11,480 Closed
IPC
66
Independent Portfolio Consultants
Florida
– – -11,335 Closed
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
– – -8,458 Closed
PAG
68
Private Advisor Group
New Jersey
– – -2,975 Closed
EWM
69
Evercore Wealth Management
New York
– – -769 Closed
Parallax Volatility Advisers
70
Parallax Volatility Advisers
California
$0 1 +1 New
W
71
Wealthfront
California
$0 10 +10 New
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