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WisdomTree International AI Enhanced Value Fund

37 hedge funds and large institutions have $16.8M invested in WisdomTree International AI Enhanced Value Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

66% more capital invested

Capital invested by funds: $10.1M → $16.8M (+$6.66M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

19% more funds holding

Funds holding: 3137 (+6)

10.61% more ownership

Funds ownership: 14.2%24.81% (+11%)

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.06M +$2.47M +64,415 +106%
BA
2
Brightwater Advisory
Florida
$3.39M +$2.47M +64,580 New
BW
3
BIP Wealth
Georgia
$2.76M +$134K +3,505 +5%
Jane Street
4
Jane Street
New York
$995K +$271K +7,094 +41%
LPL Financial
5
LPL Financial
California
$805K +$3.25K +85 +0.4%
OMC
6
Old Mission Capital
Illinois
$703K -$303K -7,916 -31%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$510K +$482K +12,591 New
XF
8
XML Financial
Maryland
$376K +$9.3K +243 +3%
RJA
9
Raymond James & Associates
Florida
$285K -$5.7K -149 -2%
GIA
10
Gladstone Institutional Advisory
Florida
$226K +$214K +5,593 New
Stifel Financial
11
Stifel Financial
Missouri
$215K +$204K +5,319 New
Creative Planning
12
Creative Planning
Kansas
$211K +$199K +5,211 New
TC
13
Truvestments Capital
Florida
$176K +$1.45K +38 +0.9%
GIA
14
GHP Investment Advisors
Colorado
$126K +$459 +12 +0.4%
LFG
15
Larson Financial Group
Missouri
$124K -$73.9K -1,932 -39%
SWM
16
Spire Wealth Management
Virginia
$108K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$106K -$18.8K -490 -16%
TWC
18
TD Waterhouse Canada
Ontario, Canada
$104K
BWM
19
BKM Wealth Management
Wisconsin
$95.3K +$2.04M +53,218 New
William Blair & Company
20
William Blair & Company
Illinois
$58.7K
UBS Group
21
UBS Group
Switzerland
$57.4K +$26.2K +685 +93%
Comerica Bank
22
Comerica Bank
Texas
$48.3K
SPIA
23
Steward Partners Investment Advisory
New York
$38.8K +$3.83K +100 +12%
Osaic Holdings
24
Osaic Holdings
Arizona
$38.2K -$272K -7,100 -88%
Citigroup
25
Citigroup
New York
$35.8K

AIVI Hedge Fund Activity: Q4 2023 in Review

37 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2023, worth a combined $16.8M — up 66% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AIVI positions and 3 closed out — a net gain of 6 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.47M. The largest seller was Citadel Advisors, exiting entirely with an estimated $565K sold.

  • 37 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2023, up from 31 in Q3 2023.
  • Funds reported $16.8M of WisdomTree International AI Enhanced Value Fund stock for Q4 2023, up 66% quarter-over-quarter.
  • 9 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2023 and 3 closed out, a net change of +6 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.47M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2023 was Citadel Advisors, an estimated $565K sold.

Based on aggregated 13F filings for Q4 2023.