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WisdomTree International AI Enhanced Value Fund

42 hedge funds and large institutions have $42.5M invested in WisdomTree International AI Enhanced Value Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4142 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

4% more capital invested

Capital invested by funds: $40.8M → $42.5M (+$1.65M)

0.26% less ownership

Funds ownership: 29.72%29.46% (-0.26%)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$7.25M +$420K +9,964 +6%
UBS Group
2
UBS Group
Switzerland
$4.47M -$16.3K -388 -0.4%
Jane Street
3
Jane Street
New York
$3.98M +$142K +3,380 +4%
Morgan Stanley
4
Morgan Stanley
New York
$3.78M +$524K +12,444 +16%
XF
5
XML Financial
Maryland
$3.45M +$56.5K +1,341 +2%
TCM
6
Telos Capital Management
California
$3.28M +$143K +3,406 +5%
Bank of America
7
Bank of America
North Carolina
$2.56M -$451K -10,706 -15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.56M -$74K -1,757 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.52M +$1.21M +28,657 +401%
CAN
10
Cetera Advisor Networks
California
$1.11M -$1.01M -23,879 -48%
Citigroup
11
Citigroup
New York
$950K +$24K +570 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$734K -$1.44M -34,186 -66%
KPWS
13
Kestra Private Wealth Services
Texas
$718K -$67.2K -1,595 -9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$676K +$671K +15,936 New
Wells Fargo
15
Wells Fargo
California
$661K -$245K -5,806 -27%
LPL Financial
16
LPL Financial
California
$593K -$7.62K -181 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$500K -$599K -14,215 -55%
APA
18
American Portfolios Advisors
New York
$476K -$23.2K -550 -5%
SPC
19
Sigma Planning Corp
Michigan
$427K -$13.1K -312 -3%
ONB
20
Old National Bancorp
Indiana
$343K
SWM
21
Spire Wealth Management
Virginia
$339K +$336K +7,986 New
RJA
22
Raymond James & Associates
Florida
$326K +$674 +16 +0.2%
WS
23
Wedbush Securities
California
$319K
EH
24
Equitable Holdings
New York
$313K +$12K +284 +4%
Creative Planning
25
Creative Planning
Kansas
$223K

AIVI Hedge Fund Activity: Q1 2021 in Review

42 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2021, worth a combined $42.5M — up 4% from $40.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AIVI positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.21M. The largest seller was Citadel Advisors, cutting an estimated $1.44M.

  • 42 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2021, up from 41 in Q4 2020.
  • Funds reported $42.5M of WisdomTree International AI Enhanced Value Fund stock for Q1 2021, up 4% quarter-over-quarter.
  • 5 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2021 and 4 closed out, a net change of +1 holder.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2021 was Susquehanna International Group, an estimated $1.21M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2021 was Citadel Advisors, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2021.