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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

61 hedge funds and large institutions have $132M invested in WisdomTree International AI Enhanced Value Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
19
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.75M
2
Wells Fargo
2
Wells Fargo
California
$18.2M
3
M&T Bank
3
M&T Bank
New York
$1.63M
4
Bank of America
4
Bank of America
North Carolina
$10.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.1M

Top Sellers

1
OIM
1
Orca Investment Management
Oregon
$525K
2
Morgan Stanley
2
Morgan Stanley
New York
$23.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$738K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$240K
5
FBNAT
5
FirstMerit Bank N.A. Trustee
Ohio
$927K
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
1
Pinnacle Advisory Group
Maryland
$27.1M 578,605 +25,139 +5%
Morgan Stanley
2
Morgan Stanley
New York
$23.4M 500,315 -26,717 -5%
Wells Fargo
3
Wells Fargo
California
$18.2M 389,345 +60,657 +18%
Bank of America
4
Bank of America
North Carolina
$10.8M 231,234 +31,880 +16%
LPL Financial
5
LPL Financial
California
$5.67M 122,684 -2,245 -2%
Jane Street
6
Jane Street
New York
$4.75M 101,548 +101,548 New
JWM
7
Jacobus Wealth Management
Wisconsin
$3.53M 75,310 -405 -0.5%
CA
8
Cumberland Advisors
Florida
$3.39M 72,520 +9,210 +15%
U
9
UBS
Switzerland
$3.04M 64,888 +1,138 +2%
FBT
10
Founders Bank & Trust
Michigan
$2.24M 47,943 -1,155 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.19M 46,765 +1,894 +4%
PGFC
12
Peapack-Gladstone Financial Corp
New Jersey
$2.17M 46,350 -350 -0.7%
SFG
13
SNS Financial Group
Minnesota
$2.14M 45,616 +10,667 +31%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.1M 44,903 +30,276 +207%
TCOV
15
Trust Company of Vermont
Vermont
$1.9M 40,526 +8,055 +25%
M&T Bank
16
M&T Bank
New York
$1.63M 34,770 +34,270 +6,854%
SC
17
SouthState Corp
Florida
$1.59M 34,058 -1,637 -5%
TCM
18
Telos Capital Management
California
$1.02M 21,817 +480 +2%
B
19
Baird
Wisconsin
$973K 20,780 +20,780 New
Ameriprise
20
Ameriprise
Minnesota
$950K 20,944 +2,151 +11%
FBNAT
21
FirstMerit Bank N.A. Trustee
Ohio
$927K 19,818 -12,348 -38%
Goldman Sachs
22
Goldman Sachs
New York
$905K 19,332 -785 -4%
Citigroup
23
Citigroup
New York
$871K 18,605 +1,521 +9%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$738K 15,762 -21,169 -57%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$702K 15,000 – –
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