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WisdomTree International AI Enhanced Value Fund

36 hedge funds and large institutions have $11.9M invested in WisdomTree International AI Enhanced Value Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3736 (-1)

8.69% less ownership

Funds ownership: 24.81%16.12% (-8.7%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

29% less capital invested

Capital invested by funds: $16.8M → $11.9M (-$4.88M)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1
BIP Wealth
Georgia
$2.65M -$144K -3,590 -5%
Morgan Stanley
2
Morgan Stanley
New York
$2.34M -$2.73M -67,884 -54%
FTUS
3
Flow Traders U.S.
New York
$1.11M +$1.09M +27,187 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.06M +$536K +13,338 +106%
LPL Financial
5
LPL Financial
California
$893K +$76.1K +1,891 +10%
OMC
6
Old Mission Capital
Illinois
$710K -$2.57K -64 -0.4%
Jane Street
7
Jane Street
New York
$535K -$464K -11,527 -47%
XF
8
XML Financial
Maryland
$357K -$23.6K -588 -6%
GIA
9
Gladstone Institutional Advisory
Florida
$277K +$46.9K +1,165 +21%
Citadel Advisors
10
Citadel Advisors
Florida
$231K +$226K +5,631 New
RJA
11
Raymond James & Associates
Florida
$222K -$65.2K -1,620 -23%
Creative Planning
12
Creative Planning
Kansas
$214K
Stifel Financial
13
Stifel Financial
Missouri
$204K -$14.1K -350 -7%
TC
14
Truvestments Capital
Florida
$179K +$845 +21 +0.5%
GIA
15
GHP Investment Advisors
Colorado
$128K +$241 +6 +0.2%
LFG
16
Larson Financial Group
Missouri
$126K +$322 +8 +0.3%
SWM
17
Spire Wealth Management
Virginia
$112K
TWC
18
TD Waterhouse Canada
Ontario, Canada
$106K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$85K -$22.3K -555 -21%
William Blair & Company
20
William Blair & Company
Illinois
$59.5K
Comerica Bank
21
Comerica Bank
Texas
$55K +$5.91K +147 +12%
SPIA
22
Steward Partners Investment Advisory
New York
$39.3K
Citigroup
23
Citigroup
New York
$36.3K
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$33.7K +$6.51K +162 +25%
CTWM
25
Cherry Tree Wealth Management
Minnesota
$32.3K

AIVI Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2024, worth a combined $11.9M — down 29% from $16.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AIVI and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 9 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.09M. The largest seller was Brightwater Advisory, exiting entirely with an estimated $3.39M sold.

  • 36 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2024, down from 37 in Q4 2023.
  • Funds reported $11.9M of WisdomTree International AI Enhanced Value Fund stock for Q1 2024, down 29% quarter-over-quarter.
  • 3 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2024 and 4 closed out, a net change of -1 holder.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2024 was Flow Traders U.S., an estimated $1.09M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2024 was Brightwater Advisory, an estimated $3.39M sold.

Based on aggregated 13F filings for Q1 2024.