AIVI icon

WisdomTree International AI Enhanced Value Fund

30 hedge funds and large institutions have $10.2M invested in WisdomTree International AI Enhanced Value Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BW
1
BIP Wealth
Georgia
$2.76M 70,854 -2,816 -4%
Morgan Stanley
2
Morgan Stanley
New York
$2.46M 63,027 -1,236 -2%
OMC
3
Old Mission Capital
Illinois
$797K 20,442 -4,079 -17%
LPL Financial
4
LPL Financial
California
$732K 18,774 +12,111 +182%
XF
5
XML Financial
Maryland
$454K 11,653 -229 -2%
Citadel Advisors
6
Citadel Advisors
Florida
$388K 9,948 -1,591 -14%
Jane Street
7
Jane Street
New York
$386K 9,909 -116,127 -92%
Osaic Holdings
8
Osaic Holdings
Arizona
$317K 8,131 -771 -9%
RJA
9
Raymond James & Associates
Florida
$280K 7,190
Stifel Financial
10
Stifel Financial
Missouri
$207K 5,315 +5,315 New
LFG
11
Larson Financial Group
Missouri
$206K 5,280 -279 -5%
Creative Planning
12
Creative Planning
Kansas
$203K 5,211
TC
13
Truvestments Capital
Florida
$166K 4,260 -394 -8%
GIA
14
GHP Investment Advisors
Colorado
$121K 3,101 -8 -0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$113K 2,920
Wells Fargo
16
Wells Fargo
California
$109K 2,794 +501 +22%
SWM
17
Spire Wealth Management
Virginia
$107K 2,731 -376 -12%
TWC
18
TD Waterhouse Canada
Ontario, Canada
$102K 2,600
William Blair & Company
19
William Blair & Company
Illinois
$56.5K 1,450
CTWM
20
Cherry Tree Wealth Management
Minnesota
$40.2K 1,032 +1,032 New
Citigroup
21
Citigroup
New York
$34.5K 885 +27 +3%
SPIA
22
Steward Partners Investment Advisory
New York
$33.5K 859
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$23.8K 612
GWM
24
Geneos Wealth Management
Colorado
$22.1K 567
CFD
25
Creative Financial Designs
Indiana
$11.7K 300