We are live on ! Find out more
AIVI icon

WisdomTree International AI Enhanced Value Fund
AIVI

54 hedge funds and large institutions have $90.1M invested in WisdomTree International AI Enhanced Value Fund in 2013 Q2 according to their latest regulatory filings, with 54 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

27.93% more ownership

Funds ownership: 0% → 27.93% (+28%)

Holders
54
Holders Change
+54
Holders Change %
–
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.1M +$16.1M +375,462 New
Bank of America
2
Bank of America
North Carolina
$8.15M +$8.72M +203,391 New
LPL Financial
3
LPL Financial
California
$7.71M +$8.25M +192,341 New
Wells Fargo
4
Wells Fargo
California
$7.43M +$7.94M +185,222 New
FBNAT
5
FirstMerit Bank N.A. Trustee
Ohio
$6.18M +$6.61M +154,050 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$5.48M +$5.87M +136,793 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.19M +$5.55M +129,486 New
U
8
UBS
Switzerland
$3.49M +$3.73M +86,976 New
SC
9
SouthState Corp
Florida
$3.43M +$3.67M +85,624 New
JWM
10
Jacobus Wealth Management
Wisconsin
$3.23M +$3.45M +80,510 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.1M +$2.25M +52,489 New
FBT
12
Founders Bank & Trust
Michigan
$2M +$2.14M +49,790 New
Goldman Sachs
13
Goldman Sachs
New York
$1.98M +$2.12M +49,469 New
KCG
14
Knight Capital Group
$1.91M +$2.04M +47,602 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.82M +$1.95M +45,473 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.66M +$1.78M +41,405 New
RJA
17
Raymond James & Associates
Florida
$1.35M +$1.44M +33,577 New
CIM
18
Corda Investment Management
Texas
$1.28M +$1.37M +31,922 New
SFG
19
SNS Financial Group
Minnesota
$1.23M +$1.31M +30,551 New
HighTower Advisors
20
HighTower Advisors
Illinois
$1.17M +$1.25M +29,120 New
PGFC
21
Peapack-Gladstone Financial Corp
New Jersey
$876K +$938K +21,860 New
TCOV
22
Trust Company of Vermont
Vermont
$675K +$722K +16,834 New
Citigroup
23
Citigroup
New York
$636K +$680K +15,852 New
CWM
24
Concert Wealth Management
California
$543K +$580K +13,519 New
TCM
25
Telos Capital Management
California
$512K +$548K +12,782 New
1
2 3

AIVI Hedge Fund Activity: Q2 2013 in Review

54 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q2 2013, worth a combined $90.1M.

Buyers outnumbered sellers: 54 funds opened new AIVI positions and 0 closed out — a net gain of 54 holders — while 0 added to existing stakes and 0 trimmed.

  • 54 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $90.1M of WisdomTree International AI Enhanced Value Fund stock for Q2 2013.
  • 54 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q2 2013 and 0 closed out, a net change of +54 holders.

Based on aggregated 13F filings for Q2 2013.