WisdomTree International AI Enhanced Value Fund
AIVI
44 hedge funds and large institutions have $45M invested in WisdomTree International AI Enhanced Value Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 11 closing their positions.
2.12% less ownership
Funds ownership: 26.2% → 24.08% (-2.1%)
10% less funds holding
Funds holding: 49 → 44 (-5)
11% less capital invested
Capital invested by funds: $50.4M → $45M (-$5.39M)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$297K |
| 3 |
Goldman Sachs
New York
|
+$275K |
| 4 |
Morgan Stanley
New York
|
+$228K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.71M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.36M |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
-$997K |
| 4 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
-$740K |
| 5 |
FMBTD
First Midwest Bank Trust Division
Joliet,
Illinois
|
-$613K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$21K | -500 | Closed |
|
|
LA
52
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$16K | -381 | Closed |
|
53
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$15K | -353 | Closed |
|
|
CF
54
Centaurus Financial
Anaheim,
California
| – | -$4K | -100 | Closed |
|
AIVI Hedge Fund Activity: Q3 2018 in Review
44 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q3 2018, worth a combined $45M — down 11% from $50.4M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of AIVI and 6 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 9 added.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.7M. The largest seller was Wells Fargo, cutting an estimated $2.71M.
- 44 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q3 2018, down from 49 in Q2 2018.
- Funds reported $45M of WisdomTree International AI Enhanced Value Fund stock for Q3 2018, down 11% quarter-over-quarter.
- 6 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q3 2018 and 11 closed out, a net change of -5 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q3 2018 was Cambridge Investment Research Advisors, an estimated $1.7M added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q3 2018 was Wells Fargo, an estimated $2.71M sold.
Based on aggregated 13F filings for Q3 2018.