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WisdomTree International AI Enhanced Value Fund

39 hedge funds and large institutions have $16.2M invested in WisdomTree International AI Enhanced Value Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 3739 (+2)

3.63% less ownership

Funds ownership: 20.48%16.85% (-3.6%)

34% less capital invested

Capital invested by funds: $24.6M → $16.2M (-$8.44M)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.61M -$496K -12,867 -11%
Citadel Advisors
2
Citadel Advisors
Florida
$2.63M +$2.85M +73,895 New
Jane Street
3
Jane Street
New York
$2.13M +$1.19M +30,769 +105%
Ameriprise
4
Ameriprise
Minnesota
$1.59M -$6.33M -164,288 -79%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M +$301K +7,823 +32%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$625K
SPC
7
Sigma Planning Corp
Michigan
$538K +$77 +2 +0%
Citigroup
8
Citigroup
New York
$423K +$45.6K +1,183 +11%
XF
9
XML Financial
Maryland
$420K -$3.16K -82 -0.7%
ONB
10
Old National Bancorp
Indiana
$288K
LPL Financial
11
LPL Financial
California
$280K -$4.51K -117 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$268K -$170K -4,414 -37%
APA
13
American Portfolios Advisors
New York
$264K
RJA
14
Raymond James & Associates
Florida
$263K
TC
15
Truvestments Capital
Florida
$261K +$76.4K +1,984 +37%
CAN
16
Cetera Advisor Networks
California
$243K -$60.5K -1,571 -19%
LFG
17
Larson Financial Group
Missouri
$195K +$85.8K +2,227 +68%
Wells Fargo
18
Wells Fargo
California
$179K -$20.7K -538 -10%
GIA
19
GHP Investment Advisors
Colorado
$128K -$31.6K -821 -19%
SWM
20
Spire Wealth Management
Virginia
$110K -$94.4K -2,449 -44%
IAMOG
21
Investors Asset Management of Georgia
Georgia
$102K +$111K +2,877 New
TWC
22
TD Waterhouse Canada
Ontario, Canada
$92.7K
Osaic Holdings
23
Osaic Holdings
Arizona
$67K -$7.74K -201 -10%
UBS Group
24
UBS Group
Switzerland
$58K -$2.44M -63,350 -97%
William Blair & Company
25
William Blair & Company
Illinois
$52K

AIVI Hedge Fund Activity: Q2 2022 in Review

39 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q2 2022, worth a combined $16.2M — down 34% from $24.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AIVI positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.85M. The largest seller was Ameriprise, cutting an estimated $6.33M.

  • 39 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q2 2022, up from 37 in Q1 2022.
  • Funds reported $16.2M of WisdomTree International AI Enhanced Value Fund stock for Q2 2022, down 34% quarter-over-quarter.
  • 7 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q2 2022 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q2 2022 was Citadel Advisors, an estimated $2.85M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q2 2022 was Ameriprise, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2022.