AIVI icon

WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

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.

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
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.22M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.75M
3
Jane Street
3
Jane Street
New York
$2.47M
4
Ameriprise
4
Ameriprise
Minnesota
$4.31M
5
AAS
5
Avantax Advisory Services
Texas
$397K

Top Sellers

1
X
1
Xponance
Pennsylvania
$3.28M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$1.91M
4
LPL Financial
4
LPL Financial
California
$931K
5
Wells Fargo
5
Wells Fargo
California
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
TCPWM
1
Traverso Chambers Private Wealth Management
California
$12.5M 294,345 +6,711 +2%
XF
2
XML Financial
Maryland
$5.87M 137,634 +137,634 New
Morgan Stanley
3
Morgan Stanley
New York
$5.75M 134,997 +29,218 +28%
UBS Group
4
UBS Group
Switzerland
$4.84M 113,508 -809 -0.7%
Ameriprise
5
Ameriprise
Minnesota
$4.31M 101,818 +12,043 +13%
Citadel Advisors
6
Citadel Advisors
Florida
$4.22M 98,970 +98,970 New
X
7
Xponance
Pennsylvania
$3.28M 77,061 -29,929 -28%
TCM
8
Telos Capital Management
California
$3.07M 71,991 +2,698 +4%
Wells Fargo
9
Wells Fargo
California
$2.82M 66,124 -898 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.73M 63,992 +224 +0.4%
Jane Street
11
Jane Street
New York
$2.47M 57,997 +16,203 +39%
Bank of America
12
Bank of America
North Carolina
$1.91M 44,912 -8,951 -17%
LPL Financial
13
LPL Financial
California
$931K 21,854 -3,528 -14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$854K 20,015 +3,334 +20%
APA
15
American Portfolios Advisors
New York
$765K 17,960 +250 +1%
GIA
16
GHP Investment Advisors
Colorado
$459K 10,769 -313 -3%
ONB
17
Old National Bancorp
Indiana
$404K 9,490 – –
AAS
18
Avantax Advisory Services
Texas
$397K 9,297 +9,297 New
WS
19
Wedbush Securities
California
$321K 7,523 – –
SPC
20
Sigma Planning Corp
Michigan
$302K 7,074 -553 -7%
RJA
21
Raymond James & Associates
Florida
$248K 5,815 +344 +6%
FMBTD
22
First Midwest Bank Trust Division
Illinois
$239K 5,607 – –
Creative Planning
23
Creative Planning
Kansas
$222K 5,214 – –
IFWM
24
Institute for Wealth Management
Colorado
$201K 4,723 +4,723 New
CAL
25
Capital Advisors Ltd
Ohio
$97K 2,281 – –
1
2