WisdomTree International AI Enhanced Value Fund
AIVI
38 hedge funds and large institutions have $32.7M invested in WisdomTree International AI Enhanced Value Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
3% more capital invested
Capital invested by funds: $31.8M → $32.7M (+$862K)
0.84% less ownership
Funds ownership: 27.58% → 26.74% (-0.84%)
3% less funds holding
Funds holding: 39 → 38 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XF
XML Financial
Bethesda,
Maryland
|
+$922K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$814K |
| 3 |
Morgan Stanley
New York
|
+$464K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$327K |
| 5 |
FMBTD
First Midwest Bank Trust Division
Joliet,
Illinois
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.44M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$720K |
| 3 |
LPL Financial
San Diego,
California
|
-$259K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$256K |
| 5 |
Jane Street
New York
|
-$165K |
AIVI Hedge Fund Activity: Q3 2020 in Review
38 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q3 2020, worth a combined $32.7M — up 2.7% from $31.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AIVI and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 13 added.
The largest buyer was XML Financial, adding an estimated $922K. The largest seller was Citadel Advisors, cutting an estimated $1.44M.
- 38 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q3 2020, down from 39 in Q2 2020.
- Funds reported $32.7M of WisdomTree International AI Enhanced Value Fund stock for Q3 2020, up 2.7% quarter-over-quarter.
- 4 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q3 2020 and 5 closed out, a net change of -1 holder.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q3 2020 was XML Financial, an estimated $922K added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q3 2020 was Citadel Advisors, an estimated $1.44M sold.
Based on aggregated 13F filings for Q3 2020.