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WisdomTree International AI Enhanced Value Fund

31 hedge funds and large institutions have $10.1M invested in WisdomTree International AI Enhanced Value Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 3031 (+1)

0.12% more ownership

Funds ownership: 14.09%14.2% (+0.12%)

0% less capital invested

Capital invested by funds: $10.2M → $10.1M (-$29.9K)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1
BIP Wealth
Georgia
$2.43M -$236K -6,061 -9%
Morgan Stanley
2
Morgan Stanley
New York
$2.28M -$95.5K -2,452 -4%
OMC
3
Old Mission Capital
Illinois
$950K +$189K +4,840 +24%
LPL Financial
4
LPL Financial
California
$744K +$39.7K +1,020 +5%
Jane Street
5
Jane Street
New York
$657K +$295K +7,575 +76%
Citadel Advisors
6
Citadel Advisors
Florida
$565K +$199K +5,103 +51%
FTUS
7
Flow Traders U.S.
New York
$504K +$523K +13,430 New
XF
8
XML Financial
Maryland
$340K -$102K -2,615 -22%
Osaic Holdings
9
Osaic Holdings
Arizona
$302K -$3.39K -87 -1%
RJA
10
Raymond James & Associates
Florida
$270K
LFG
11
Larson Financial Group
Missouri
$187K -$11.3K -291 -6%
TC
12
Truvestments Capital
Florida
$162K +$1.56K +40 +0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$117K +$7.79K +200 +7%
GIA
14
GHP Investment Advisors
Colorado
$116K +$467 +12 +0.4%
SWM
15
Spire Wealth Management
Virginia
$103K
TWC
16
TD Waterhouse Canada
Ontario, Canada
$95.8K
William Blair & Company
17
William Blair & Company
Illinois
$54.5K
Comerica Bank
18
Comerica Bank
Texas
$44.8K +$46.5K +1,193 New
CTWM
19
Cherry Tree Wealth Management
Minnesota
$38.8K
Citigroup
20
Citigroup
New York
$33.2K
SPIA
21
Steward Partners Investment Advisory
New York
$32.3K
UBS Group
22
UBS Group
Switzerland
$27.5K +$21.7K +557 +316%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$23.6K +$1.4K +36 +6%
GWM
24
Geneos Wealth Management
Colorado
$21.3K
CFD
25
Creative Financial Designs
Indiana
$11.3K

AIVI Hedge Fund Activity: Q3 2023 in Review

31 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q3 2023, worth a combined $10.1M — down 0.29% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AIVI positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $523K. The largest seller was BIP Wealth, cutting an estimated $236K.

  • 31 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q3 2023, up from 30 in Q2 2023.
  • Funds reported $10.1M of WisdomTree International AI Enhanced Value Fund stock for Q3 2023, down 0.29% quarter-over-quarter.
  • 3 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q3 2023 and 2 closed out, a net change of +1 holder.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q3 2023 was Flow Traders U.S., an estimated $523K added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q3 2023 was BIP Wealth, an estimated $236K sold.

Based on aggregated 13F filings for Q3 2023.