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WisdomTree International AI Enhanced Value Fund

46 hedge funds and large institutions have $49.2M invested in WisdomTree International AI Enhanced Value Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $45M → $49.2M (+$4.2M)

6.85% more ownership

Funds ownership: 24.08%30.93% (+6.8%)

5% more funds holding

Funds holding: 4446 (+2)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
10
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
1
Traverso Chambers Private Wealth Management
California
$10.2M +$10.7M +268,783 New
Morgan Stanley
2
Morgan Stanley
New York
$5.25M -$48.3K -1,217 -0.9%
Citadel Advisors
3
Citadel Advisors
Florida
$4.86M +$5.09M +128,160 New
UBS Group
4
UBS Group
Switzerland
$4.81M +$449K +11,326 +10%
Ameriprise
5
Ameriprise
Minnesota
$3.16M +$888K +22,378 +37%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.47M +$29.7K +748 +1%
Wells Fargo
7
Wells Fargo
California
$2.43M -$449K -11,310 -15%
TCM
8
Telos Capital Management
California
$2.29M +$49K +1,234 +2%
Bank of America
9
Bank of America
North Carolina
$2.18M -$171K -4,319 -7%
LPL Financial
10
LPL Financial
California
$2.01M +$51.6K +1,300 +3%
RJA
11
Raymond James & Associates
Florida
$1.94M -$1.11M -28,082 -35%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.5M -$18.2K -458 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.11M +$828K +20,871 +248%
Jane Street
14
Jane Street
New York
$1.01M -$6.77M -170,734 -87%
APA
15
American Portfolios Advisors
New York
$700K -$21K -528 -3%
ONB
16
Old National Bancorp
Indiana
$697K -$66.7K -1,682 -8%
GIA
17
GHP Investment Advisors
Colorado
$347K -$199K -5,004 -35%
CRC
18
Curi RMB Capital
Illinois
$305K
WS
19
Wedbush Securities
California
$285K +$299K +7,523 New
SPC
20
Sigma Planning Corp
Michigan
$283K +$17.9K +452 +6%
TCOV
21
Trust Company of Vermont
Vermont
$228K -$1.19K -30 -0.5%
GW
22
GW & Wade
Massachusetts
$200K
IFWM
23
Institute for Wealth Management
Colorado
$200K +$210K +5,280 New
CAL
24
Capital Advisors Ltd
Ohio
$179K -$8.49K -214 -4%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$94K -$3.61K -91 -4%

AIVI Hedge Fund Activity: Q4 2018 in Review

46 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2018, worth a combined $49.2M — up 9.3% from $45M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AIVI positions and 7 closed out — a net gain of 3 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.09M. The largest seller was Jane Street, cutting an estimated $6.77M.

  • 46 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2018, up from 44 in Q3 2018.
  • Funds reported $49.2M of WisdomTree International AI Enhanced Value Fund stock for Q4 2018, up 9.3% quarter-over-quarter.
  • 10 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2018 and 7 closed out, a net change of +3 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2018 was Citadel Advisors, an estimated $5.09M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2018 was Jane Street, an estimated $6.77M sold.

Based on aggregated 13F filings for Q4 2018.