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WisdomTree International AI Enhanced Value Fund

51 hedge funds and large institutions have $68M invested in WisdomTree International AI Enhanced Value Fund in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $60.7M → $68M (+$7.29M)

9% more funds holding

Funds holding: 4751 (+4)

3.33% more ownership

Funds ownership: 29.64%32.97% (+3.3%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
14
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$17M +$915K +21,290 +6%
CI
2
Clal Insurance
Israel
$6.02M
Morgan Stanley
3
Morgan Stanley
New York
$5.62M -$520K -12,104 -9%
XS
4
XML Securities
Maryland
$5.58M +$5.53M +128,617 New
UBS Group
5
UBS Group
Switzerland
$4.73M +$165K +3,838 +4%
Bank of America
6
Bank of America
North Carolina
$3.55M -$227K -5,282 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.84M +$44.1K +1,025 +2%
TCM
8
Telos Capital Management
California
$2.5M +$148K +3,452 +6%
Ameriprise
9
Ameriprise
Minnesota
$2.46M +$230K +5,349 +10%
LPL Financial
10
LPL Financial
California
$2.19M -$106K -2,455 -5%
Citadel Advisors
11
Citadel Advisors
Florida
$2.05M +$51.2K +1,190 +3%
RJA
12
Raymond James & Associates
Florida
$1.89M +$1.53M +35,531 +446%
KCM
13
Karp Capital Management
California
$1.08M +$94.5K +2,197 +10%
TCOV
14
Trust Company of Vermont
Vermont
$1.07M -$27.4K -638 -3%
ONB
15
Old National Bancorp
Indiana
$973K -$81.2K -1,889 -8%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$894K -$454K -10,550 -34%
APA
17
American Portfolios Advisors
New York
$765K +$758K +17,626 New
GIA
18
GHP Investment Advisors
Colorado
$663K +$3.1K +72 +0.5%
FMBTD
19
First Midwest Bank Trust Division
Illinois
$636K +$309K +7,182 +96%
WLIM
20
White Lighthouse Investment Management
Massachusetts
$588K +$583K +13,553 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$575K +$569K +13,235 New
SB
22
Suntrust Banks
Georgia
$561K
OMC
23
Old Mission Capital
Illinois
$419K -$145K -3,377 -26%
CRC
24
Curi RMB Capital
Illinois
$377K +$373K +8,685 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$361K -$411K -9,562 -53%

AIVI Hedge Fund Activity: Q4 2017 in Review

51 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2017, worth a combined $68M — up 12% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AIVI positions and 6 closed out — a net gain of 5 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.53M. The largest seller was Jane Street, exiting entirely with an estimated $1.5M sold.

  • 51 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2017, up from 47 in Q3 2017.
  • Funds reported $68M of WisdomTree International AI Enhanced Value Fund stock for Q4 2017, up 12% quarter-over-quarter.
  • 11 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2017 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2017 was Raymond James & Associates, an estimated $1.53M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2017 was Jane Street, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2017.