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WisdomTree International AI Enhanced Value Fund

34 hedge funds and large institutions have $15.8M invested in WisdomTree International AI Enhanced Value Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more capital invested

Capital invested by funds: $8.63M → $15.8M (+$7.18M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

8.47% more ownership

Funds ownership: 11.37%19.84% (+8.5%)

6% more funds holding

Funds holding: 3234 (+2)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$4.9M +$4.35M +113,212 +883%
BW
2
BIP Wealth
Georgia
$2.86M +$2.83M +73,670 New
Morgan Stanley
3
Morgan Stanley
New York
$2.5M -$302K -7,848 -11%
OMC
4
Old Mission Capital
Illinois
$953K -$235K -6,118 -20%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$712K +$666K +17,320 +1,732%
SPC
6
Sigma Planning Corp
Michigan
$525K +$154 +4 +0%
XF
7
XML Financial
Maryland
$462K -$154 -4 -0%
Citadel Advisors
8
Citadel Advisors
Florida
$448K +$13.6K +354 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$346K -$39K -1,015 -10%
RJA
10
Raymond James & Associates
Florida
$279K -$18.1K -471 -6%
LPL Financial
11
LPL Financial
California
$259K +$1.08K +28 +0.4%
LFG
12
Larson Financial Group
Missouri
$216K -$3.5K -91 -2%
CAN
13
Cetera Advisor Networks
California
$209K +$207K +5,382 New
Creative Planning
14
Creative Planning
Kansas
$202K +$200K +5,211 New
TC
15
Truvestments Capital
Florida
$181K +$1.58K +41 +0.9%
GIA
16
GHP Investment Advisors
Colorado
$121K +$500 +13 +0.4%
SWM
17
Spire Wealth Management
Virginia
$121K +$46.6K +1,213 +64%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$113K
TWC
19
TD Waterhouse Canada
Ontario, Canada
$102K
Wells Fargo
20
Wells Fargo
California
$89.1K -$86.7K -2,255 -50%
William Blair & Company
21
William Blair & Company
Illinois
$56.3K
SPIA
22
Steward Partners Investment Advisory
New York
$33.4K
Citigroup
23
Citigroup
New York
$33.3K +$7.49K +195 +29%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$23.8K
GWM
25
Geneos Wealth Management
Colorado
$22K

AIVI Hedge Fund Activity: Q1 2023 in Review

34 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2023, worth a combined $15.8M — up 83% from $8.63M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AIVI positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $4.35M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.07M sold.

  • 34 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2023, up from 32 in Q4 2022.
  • Funds reported $15.8M of WisdomTree International AI Enhanced Value Fund stock for Q1 2023, up 83% quarter-over-quarter.
  • 5 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2023 and 3 closed out, a net change of +2 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2023 was Jane Street, an estimated $4.35M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2023 was Susquehanna International Group, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2023.