WisdomTree International AI Enhanced Value Fund
AIVI
42 hedge funds and large institutions have $58.6M invested in WisdomTree International AI Enhanced Value Fund in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 8 closing their positions.
1.14% less ownership
Funds ownership: 27.46% → 26.32% (-1.1%)
7% less capital invested
Capital invested by funds: $62.7M → $58.6M (-$4.16M)
9% less funds holding
Funds holding: 46 → 42 (-4)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$5.32M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$427K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$393K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$385K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.59M |
| 2 |
Jane Street
New York
|
-$3.23M |
| 3 |
Morgan Stanley
New York
|
-$914K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$640K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$492K |
AIVI Hedge Fund Activity: Q2 2016 in Review
42 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q2 2016, worth a combined $58.6M — down 6.6% from $62.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AIVI and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 10 added.
The largest buyer was Clal Insurance, opening a new position worth an estimated $5.32M. The largest seller was LPL Financial, cutting an estimated $4.59M.
- 42 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q2 2016, down from 46 in Q1 2016.
- Funds reported $58.6M of WisdomTree International AI Enhanced Value Fund stock for Q2 2016, down 6.6% quarter-over-quarter.
- 4 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q2 2016 and 8 closed out, a net change of -4 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q2 2016 was Clal Insurance, an estimated $5.32M added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q2 2016 was LPL Financial, an estimated $4.59M sold.
Based on aggregated 13F filings for Q2 2016.