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WisdomTree International AI Enhanced Value Fund

37 hedge funds and large institutions have $24.6M invested in WisdomTree International AI Enhanced Value Fund in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.7% less ownership

Funds ownership: 28.18%20.48% (-7.7%)

14% less funds holding

Funds holding: 4337 (-6)

37% less capital invested

Capital invested by funds: $38.9M → $24.6M (-$14.3M)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
37
Holders Change
-6
Holders Change %
-13.95%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$8.39M -$246K -5,943 -3%
Morgan Stanley
2
Morgan Stanley
New York
$4.59M -$174K -4,206 -4%
UBS Group
3
UBS Group
Switzerland
$2.61M -$1.07M -25,920 -29%
Jane Street
4
Jane Street
New York
$1.17M -$1.21M -29,277 -50%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$981K +$650K +15,731 +180%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$705K +$285K +6,888 +64%
KPWS
7
Kestra Private Wealth Services
Texas
$636K -$52.7K -1,276 -7%
SPC
8
Sigma Planning Corp
Michigan
$606K +$60.7K +1,468 +11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$480K -$241K -5,844 -33%
XF
10
XML Financial
Maryland
$477K -$1.83M -44,242 -79%
Citigroup
11
Citigroup
New York
$430K +$221K +5,356 +100%
CAN
12
Cetera Advisor Networks
California
$337K -$55.5K -1,343 -14%
ONB
13
Old National Bancorp
Indiana
$325K
LPL Financial
14
LPL Financial
California
$321K -$4.09K -99 -1%
APA
15
American Portfolios Advisors
New York
$298K
RJA
16
Raymond James & Associates
Florida
$297K -$17.5K -424 -5%
Wells Fargo
17
Wells Fargo
California
$224K -$302K -7,301 -57%
SWM
18
Spire Wealth Management
Virginia
$223K
TC
19
Truvestments Capital
Florida
$214K +$40.4K +977 +22%
Creative Planning
20
Creative Planning
Kansas
$213K
Bank of America
21
Bank of America
North Carolina
$205K -$2M -48,487 -90%
GIA
22
GHP Investment Advisors
Colorado
$176K +$182K +4,409 New
BFC
23
Bedel Financial Consulting
Indiana
$136K +$413 +10 +0.3%
LFG
24
Larson Financial Group
Missouri
$131K -$117K -2,826 -46%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$105K

AIVI Hedge Fund Activity: Q1 2022 in Review

37 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2022, worth a combined $24.6M — down 37% from $38.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AIVI and 2 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 6 added.

The largest buyer was Royal Bank of Canada, adding an estimated $650K. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.54M sold.

  • 37 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2022, down from 43 in Q4 2021.
  • Funds reported $24.6M of WisdomTree International AI Enhanced Value Fund stock for Q1 2022, down 37% quarter-over-quarter.
  • 2 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2022 and 8 closed out, a net change of -6 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2022 was Royal Bank of Canada, an estimated $650K added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2022 was Citadel Advisors, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2022.