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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

56 hedge funds and large institutions have $94.7M invested in WisdomTree International AI Enhanced Value Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.6M
2
OIM
2
Orca Investment Management
Oregon
$2.29M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.52M
4
VKH
4
Virtu KCG Holdings
New York
$2.54M
5
U
5
UBS
Switzerland
$4.07M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.56M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$500K
4
LPL Financial
4
LPL Financial
California
$7.73M
5
Morgan Stanley
5
Morgan Stanley
New York
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15M 315,673 -19,781 -6%
Wells Fargo
2
Wells Fargo
California
$11.6M 243,606 +56,773 +30%
Bank of America
3
Bank of America
North Carolina
$9.54M 200,263 -6,073 -3%
LPL Financial
4
LPL Financial
California
$7.73M 162,335 -25,743 -14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.56M 116,824 -46,747 -29%
Goldman Sachs
6
Goldman Sachs
New York
$4.52M 94,855 +40,640 +75%
SC
7
SouthState Corp
Florida
$4.19M 87,919 -2,477 -3%
U
8
UBS
Switzerland
$4.07M 85,457 +9,652 +13%
JWM
9
Jacobus Wealth Management
Wisconsin
$3.46M 72,630 -6,225 -8%
FBNAT
10
FirstMerit Bank N.A. Trustee
Ohio
$2.76M 57,892 -15,993 -22%
VKH
11
Virtu KCG Holdings
New York
$2.54M 53,326 +26,734 +101%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.46M 51,553 +2,352 +5%
OIM
13
Orca Investment Management
Oregon
$2.29M 47,979 +47,979 New
PGFC
14
Peapack-Gladstone Financial Corp
New Jersey
$2.26M 47,435 -1,200 -2%
FBT
15
Founders Bank & Trust
Michigan
$2.23M 49,243 -222 -0.4%
SFG
16
SNS Financial Group
Minnesota
$1.36M 28,622 +1,693 +6%
TCOV
17
Trust Company of Vermont
Vermont
$1.15M 24,147 +3,924 +19%
RJA
18
Raymond James & Associates
Florida
$1.05M 22,006 -15,714 -42%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$876K 18,386 +3,193 +21%
Citigroup
20
Citigroup
New York
$859K 18,028 +2,213 +14%
TCM
21
Telos Capital Management
California
$818K 17,184 +1,316 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$812K 17,049 -5,766 -25%
Ameriprise
23
Ameriprise
Minnesota
$718K 15,421 +4,314 +39%
WT
24
Wilmington Trust
Delaware
$571K 12,000 – –
CS
25
Credit Suisse
Switzerland
$557K 11,700 +6,700 +134%
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