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WisdomTree International AI Enhanced Value Fund

43 hedge funds and large institutions have $38.9M invested in WisdomTree International AI Enhanced Value Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 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: 4243 (+1)

0.5% less ownership

Funds ownership: 28.67%28.18% (-0.5%)

2% less capital invested

Capital invested by funds: $39.7M → $38.9M (-$813K)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$8.99M +$1.29M +31,226 +17%
Morgan Stanley
2
Morgan Stanley
New York
$4.96M +$218K +5,272 +5%
UBS Group
3
UBS Group
Switzerland
$3.8M -$745K -18,024 -17%
Citadel Advisors
4
Citadel Advisors
Florida
$3.54M +$1.44M +34,860 +70%
TCM
5
Telos Capital Management
California
$3.39M +$33.7K +816 +1%
Jane Street
6
Jane Street
New York
$2.45M -$350K -8,475 -13%
XF
7
XML Financial
Maryland
$2.35M +$155K +3,748 +7%
Bank of America
8
Bank of America
North Carolina
$2.24M -$187K -4,535 -8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$745K -$1.14M -27,700 -61%
KPWS
10
Kestra Private Wealth Services
Texas
$717K -$16.5K -399 -2%
SPC
11
Sigma Planning Corp
Michigan
$571K +$41.8K +1,011 +8%
Wells Fargo
12
Wells Fargo
California
$540K +$72.2K +1,747 +16%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$447K -$913K -22,102 -67%
CAN
14
Cetera Advisor Networks
California
$407K -$759K -18,378 -65%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$365K -$14.9K -360 -4%
LPL Financial
16
LPL Financial
California
$339K -$277K -6,696 -45%
ONB
17
Old National Bancorp
Indiana
$339K
RJA
18
Raymond James & Associates
Florida
$328K -$165 -4 -0.1%
APA
19
American Portfolios Advisors
New York
$311K -$79.7K -1,930 -21%
LFG
20
Larson Financial Group
Missouri
$255K +$23.7K +574 +10%
SWM
21
Spire Wealth Management
Virginia
$233K -$100K -2,430 -30%
Citigroup
22
Citigroup
New York
$224K
Creative Planning
23
Creative Planning
Kansas
$222K
OMC
24
Old Mission Capital
Illinois
$200K +$198K +4,783 New
TC
25
Truvestments Capital
Florida
$183K -$8.14K -197 -4%

AIVI Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2021, worth a combined $38.9M — down 2% from $39.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AIVI positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.14M.

  • 43 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2021, up from 42 in Q3 2021.
  • Funds reported $38.9M of WisdomTree International AI Enhanced Value Fund stock for Q4 2021, down 2% quarter-over-quarter.
  • 5 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2021 and 4 closed out, a net change of +1 holder.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2021 was Citadel Advisors, an estimated $1.44M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2021 was Commonwealth Equity Services, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2021.