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WisdomTree International AI Enhanced Value Fund

42 hedge funds and large institutions have $59.8M invested in WisdomTree International AI Enhanced Value Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

30% more capital invested

Capital invested by funds: $45.9M → $59.8M (+$13.9M)

14% more funds holding

Funds holding: 3742 (+5)

6.94% more ownership

Funds ownership: 29.51%36.45% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
1
Traverso Chambers Private Wealth Management
California
$12.5M +$280K +6,711 +2%
XF
2
XML Financial
Maryland
$5.87M +$5.74M +137,634 New
Morgan Stanley
3
Morgan Stanley
New York
$5.75M +$1.22M +29,218 +28%
UBS Group
4
UBS Group
Switzerland
$4.84M -$33.8K -809 -0.7%
Ameriprise
5
Ameriprise
Minnesota
$4.31M +$502K +12,043 +13%
Citadel Advisors
6
Citadel Advisors
Florida
$4.22M +$4.13M +98,970 New
X
7
Xponance
Pennsylvania
$3.28M -$1.25M -29,929 -28%
TCM
8
Telos Capital Management
California
$3.07M +$113K +2,698 +4%
Wells Fargo
9
Wells Fargo
California
$2.82M -$37.5K -898 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.73M +$9.35K +224 +0.4%
Jane Street
11
Jane Street
New York
$2.47M +$676K +16,203 +39%
Bank of America
12
Bank of America
North Carolina
$1.91M -$373K -8,951 -17%
LPL Financial
13
LPL Financial
California
$931K -$147K -3,528 -14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$854K +$139K +3,334 +20%
APA
15
American Portfolios Advisors
New York
$765K +$10.4K +250 +1%
GIA
16
GHP Investment Advisors
Colorado
$459K -$13.1K -313 -3%
ONB
17
Old National Bancorp
Indiana
$404K
AAS
18
Avantax Advisory Services
Texas
$397K +$388K +9,297 New
WS
19
Wedbush Securities
California
$321K
SPC
20
Sigma Planning Corp
Michigan
$302K -$23.1K -553 -7%
RJA
21
Raymond James & Associates
Florida
$248K +$14.4K +344 +6%
FMBTD
22
First Midwest Bank Trust Division
Illinois
$239K
Creative Planning
23
Creative Planning
Kansas
$222K
IFWM
24
Institute for Wealth Management
Colorado
$201K +$197K +4,723 New
CAL
25
Capital Advisors Ltd
Ohio
$97K

AIVI Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2019, worth a combined $59.8M — up 30% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AIVI positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.13M. The largest seller was Xponance, cutting an estimated $1.25M.

  • 42 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2019, up from 37 in Q3 2019.
  • Funds reported $59.8M of WisdomTree International AI Enhanced Value Fund stock for Q4 2019, up 30% quarter-over-quarter.
  • 8 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2019 and 3 closed out, a net change of +5 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2019 was Citadel Advisors, an estimated $4.13M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2019 was Xponance, an estimated $1.25M sold.

Based on aggregated 13F filings for Q4 2019.