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WisdomTree International AI Enhanced Value Fund

42 hedge funds and large institutions have $39.7M invested in WisdomTree International AI Enhanced Value Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

0.49% less ownership

Funds ownership: 29.16%28.67% (-0.49%)

7% less capital invested

Capital invested by funds: $42.9M → $39.7M (-$3.16M)

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$7.48M +$289K +6,697 +4%
Morgan Stanley
2
Morgan Stanley
New York
$4.62M +$338K +7,823 +7%
UBS Group
3
UBS Group
Switzerland
$4.44M +$162K +3,745 +4%
TCM
4
Telos Capital Management
California
$3.27M +$72.1K +1,669 +2%
Jane Street
5
Jane Street
New York
$2.73M +$1.78M +41,274 +161%
Bank of America
6
Bank of America
North Carolina
$2.37M +$15.5K +358 +0.6%
XF
7
XML Financial
Maryland
$2.14M -$1.66M -38,448 -42%
Citadel Advisors
8
Citadel Advisors
Florida
$2.03M -$147K -3,409 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.85M -$348K -8,056 -15%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.34M -$437K -10,119 -24%
CAN
11
Cetera Advisor Networks
California
$1.15M -$2.85K -66 -0.2%
KPWS
12
Kestra Private Wealth Services
Texas
$715K +$43.2K +1,000 +6%
LPL Financial
13
LPL Financial
California
$603K -$17.4K -403 -3%
SPC
14
Sigma Planning Corp
Michigan
$515K +$57.7K +1,334 +12%
Wells Fargo
15
Wells Fargo
California
$454K -$146K -3,372 -23%
APA
16
American Portfolios Advisors
New York
$382K -$84.7K -1,960 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$371K -$123K -2,846 -24%
ONB
18
Old National Bancorp
Indiana
$330K
SWM
19
Spire Wealth Management
Virginia
$326K
RJA
20
Raymond James & Associates
Florida
$319K +$1.9K +44 +0.6%
WS
21
Wedbush Securities
California
$307K
Bank of New York Mellon
22
Bank of New York Mellon
New York
$293K +$4.5K +104 +1%
EH
23
Equitable Holdings
New York
$270K -$26K -602 -8%
LFG
24
Larson Financial Group
Missouri
$225K -$42.5K -983 -15%
Citigroup
25
Citigroup
New York
$218K -$584K -13,500 -72%

AIVI Hedge Fund Activity: Q3 2021 in Review

42 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q3 2021, worth a combined $39.7M — down 7.4% from $42.9M a quarter earlier.

Fund positioning in AIVI was balanced in Q3 2021: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $1.78M. The largest seller was XML Financial, cutting an estimated $1.66M.

  • 42 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $39.7M of WisdomTree International AI Enhanced Value Fund stock for Q3 2021, down 7.4% quarter-over-quarter.
  • 4 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q3 2021 and 4 closed out, a net change of 0 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q3 2021 was Jane Street, an estimated $1.78M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q3 2021 was XML Financial, an estimated $1.66M sold.

Based on aggregated 13F filings for Q3 2021.