WisdomTree International AI Enhanced Value Fund
AIVI
42 hedge funds and large institutions have $27.4M invested in WisdomTree International AI Enhanced Value Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
0% more funds holding
Funds holding: 42 → 42 (0)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
12.58% less ownership
Funds ownership: 36.45% → 23.87% (-13%)
54% less capital invested
Capital invested by funds: $59.8M → $27.4M (-$32.4M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.93M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$965K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$795K |
| 5 |
Bank of New York Mellon
New York
|
+$624K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCPWM
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
-$12.5M |
| 2 |
XF
XML Financial
Bethesda,
Maryland
|
-$4.69M |
| 3 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$3.28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.87M |
| 5 |
Morgan Stanley
New York
|
-$2.68M |
AIVI Hedge Fund Activity: Q1 2020 in Review
42 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2020, worth a combined $27.4M — down 54% from $59.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AIVI positions and 9 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $2.03M. The largest seller was Traverso Chambers Private Wealth Management, exiting entirely with an estimated $12.5M sold.
- 42 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $27.4M of WisdomTree International AI Enhanced Value Fund stock for Q1 2020, down 54% quarter-over-quarter.
- 11 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2020 and 9 closed out, a net change of +2 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2020 was Cetera Advisor Networks, an estimated $2.03M added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2020 was Traverso Chambers Private Wealth Management, an estimated $12.5M sold.
Based on aggregated 13F filings for Q1 2020.