AIVI icon

WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

58 hedge funds and large institutions have $86.9M invested in WisdomTree International AI Enhanced Value Fund in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 13 closing their positions.

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$21.3M
2
ONB
2
Old National Bancorp
Indiana
$2.01M
3
SCM
3
Summit Capital Management
Washington
$1.57M
4
Bank of America
4
Bank of America
North Carolina
$11.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.94M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
PAG
2
Pinnacle Advisory Group
Maryland
$684K
3
VKH
3
Virtu KCG Holdings
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$834K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$21.3M 485,430 +78,801 +19%
Morgan Stanley
2
Morgan Stanley
New York
$12.1M 274,986 +12,846 +5%
Bank of America
3
Bank of America
North Carolina
$11.9M 271,176 +34,438 +15%
LPL Financial
4
LPL Financial
California
$5M 113,379 -4,146 -4%
JWM
5
Jacobus Wealth Management
Wisconsin
$3.08M 70,095 -2,410 -3%
SFG
6
SNS Financial Group
Minnesota
$2.8M 63,791 +10,412 +20%
UBS Group
7
UBS Group
Switzerland
$2.58M 58,773 +7,795 +15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.33M 53,134 +6,289 +13%
PGFC
9
Peapack-Gladstone Financial Corp
New Jersey
$2.09M 47,690 +250 +0.5%
ONB
10
Old National Bancorp
Indiana
$2.01M 45,901 +45,901 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.94M 44,219 +27,034 +157%
SCM
12
Summit Capital Management
Washington
$1.57M 35,830 +35,830 New
M&T Bank
13
M&T Bank
New York
$1.54M 35,150 +99 +0.3%
TCOV
14
Trust Company of Vermont
Vermont
$1.38M 31,455 +390 +1%
TCM
15
Telos Capital Management
California
$1.36M 30,888 +5,920 +24%
FBNAT
16
FirstMerit Bank N.A. Trustee
Ohio
$1.3M 29,505 -13,072 -31%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$1.19M 27,099 +175 +0.6%
Ameriprise
18
Ameriprise
Minnesota
$1.13M 25,752 +1,652 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$834K 19,018 -36,642 -66%
OIM
20
Orca Investment Management
Oregon
$763K 17,391 +6,170 +55%
PAG
21
Pinnacle Advisory Group
Maryland
$684K 15,592 -139,184 -90%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$596K 13,600 – –
RJA
23
Raymond James & Associates
Florida
$589K 13,430 -826 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$566K 12,910 +12,812 +13,073%
CAL
25
Capital Advisors Ltd
Ohio
$538K 12,255 +2,283 +23%
1
2 3