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WisdomTree International AI Enhanced Value Fund

39 hedge funds and large institutions have $31.8M invested in WisdomTree International AI Enhanced Value Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $27.4M → $31.8M (+$4.44M)

3.7% more ownership

Funds ownership: 23.87%27.58% (+3.7%)

7% less funds holding

Funds holding: 4239 (-3)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$4.45M +$559K +16,471 +15%
UBS Group
2
UBS Group
Switzerland
$3.77M -$143K -4,224 -4%
Citadel Advisors
3
Citadel Advisors
Florida
$3.07M +$2.11M +62,098 +256%
Bank of America
4
Bank of America
North Carolina
$2.63M +$282K +8,311 +13%
TCM
5
Telos Capital Management
California
$2.56M -$88.9K -2,622 -4%
Jane Street
6
Jane Street
New York
$2.27M +$331K +9,756 +18%
Morgan Stanley
7
Morgan Stanley
New York
$2.21M -$103K -3,042 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.21M -$175K -5,145 -8%
CAN
9
Cetera Advisor Networks
California
$1.67M -$201K -5,921 -11%
XF
10
XML Financial
Maryland
$1.47M +$873K +25,733 +166%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.17M -$415K -12,237 -27%
LPL Financial
12
LPL Financial
California
$760K +$21.4K +631 +3%
Wells Fargo
13
Wells Fargo
California
$682K -$131K -3,856 -17%
APA
14
American Portfolios Advisors
New York
$436K -$52.4K -1,545 -11%
AAS
15
Avantax Advisory Services
Texas
$363K -$678 -20 -0.2%
SPC
16
Sigma Planning Corp
Michigan
$298K -$6.95K -205 -2%
ONB
17
Old National Bancorp
Indiana
$287K
WS
18
Wedbush Securities
California
$267K
RJA
19
Raymond James & Associates
Florida
$260K +$1.49K +44 +0.6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$256K -$1.46M -43,014 -86%
Citigroup
21
Citigroup
New York
$254K +$84.8K +2,500 +54%
BFC
22
Bedel Financial Consulting
Indiana
$115K +$848 +25 +0.8%
Osaic Holdings
23
Osaic Holdings
Arizona
$86K +$339 +10 +0.4%
CAL
24
Capital Advisors Ltd
Ohio
$81K
SPIA
25
Steward Partners Investment Advisory
New York
$45K

AIVI Hedge Fund Activity: Q2 2020 in Review

39 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q2 2020, worth a combined $31.8M — up 16% from $27.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AIVI and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, adding an estimated $2.11M. The largest seller was Susquehanna International Group, cutting an estimated $1.46M.

  • 39 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q2 2020, down from 42 in Q1 2020.
  • Funds reported $31.8M of WisdomTree International AI Enhanced Value Fund stock for Q2 2020, up 16% quarter-over-quarter.
  • 4 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q2 2020 and 7 closed out, a net change of -3 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q2 2020 was Citadel Advisors, an estimated $2.11M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q2 2020 was Susquehanna International Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2020.