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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

56 hedge funds and large institutions have $88.6M invested in WisdomTree International AI Enhanced Value Fund in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.9M
2
JWM
2
Jacobus Wealth Management
Wisconsin
$7.21M
3
Jane Street
3
Jane Street
New York
$1.17M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$756K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.06M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$730K
2
Goldman Sachs
2
Goldman Sachs
New York
$1.56M
3
SC
3
SouthState Corp
Florida
$1.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.4M
5
VKH
5
Virtu KCG Holdings
New York
$564K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15.9M 322,408 +78,802 +32%
Morgan Stanley
2
Morgan Stanley
New York
$13.4M 272,810 -42,863 -14%
Bank of America
3
Bank of America
North Carolina
$9.7M 196,979 -3,284 -2%
JWM
4
Jacobus Wealth Management
Wisconsin
$7.21M 148,840 +76,210 +105%
LPL Financial
5
LPL Financial
California
$6.61M 134,323 -28,012 -17%
U
6
UBS
Switzerland
$2.97M 60,276 -25,181 -29%
FBT
7
Founders Bank & Trust
Michigan
$2.42M 49,098 -145 -0.3%
OIM
8
Orca Investment Management
Oregon
$2.33M 47,283 -696 -1%
PGFC
9
Peapack-Gladstone Financial Corp
New Jersey
$2.31M 46,860 -575 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.18M 44,363 -7,190 -14%
FBNAT
11
FirstMerit Bank N.A. Trustee
Ohio
$1.99M 40,483 -17,409 -30%
SC
12
SouthState Corp
Florida
$1.96M 39,895 -48,024 -55%
Goldman Sachs
13
Goldman Sachs
New York
$1.56M 31,573 -63,282 -67%
SFG
14
SNS Financial Group
Minnesota
$1.4M 28,470 -152 -0.5%
TCOV
15
Trust Company of Vermont
Vermont
$1.28M 26,083 +1,936 +8%
Jane Street
16
Jane Street
New York
$1.17M 23,763 +23,763 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.06M 21,518 +11,019 +105%
TCM
18
Telos Capital Management
California
$965K 19,602 +2,418 +14%
Citigroup
19
Citigroup
New York
$872K 17,711 -317 -2%
RJA
20
Raymond James & Associates
Florida
$868K 17,629 -4,377 -20%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$868K 17,627 -759 -4%
Ameriprise
22
Ameriprise
Minnesota
$855K 17,465 +2,044 +13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$816K 16,572 -477 -3%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$756K 15,350 +15,350 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$730K 14,833 -101,991 -87%
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