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WisdomTree International AI Enhanced Value Fund

28 hedge funds and large institutions have $11.2M invested in WisdomTree International AI Enhanced Value Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

11% more capital invested

Capital invested by funds: $10.1M → $11.2M (+$1.09M)

1.3% more ownership

Funds ownership: 14.64%15.94% (+1.3%)

18% less funds holding

Funds holding: 3428 (-6)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
28
Holders Change
-6
Holders Change %
-17.65%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1
BIP Wealth
Georgia
$2.53M +$331K +7,932 +16%
Morgan Stanley
2
Morgan Stanley
New York
$2.27M -$10.3K -247 -0.5%
LPL Financial
3
LPL Financial
California
$1.71M +$658K +15,771 +68%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.6M +$197K +4,723 +15%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$426K +$299K +7,175 +290%
XF
6
XML Financial
Maryland
$399K +$35.1K +840 +10%
GIA
7
Gladstone Institutional Advisory
Florida
$313K +$3.17K +76 +1%
EWA
8
EP Wealth Advisors
California
$261K
Creative Planning
9
Creative Planning
Kansas
$252K +$9.72K +233 +4%
RJA
10
Raymond James & Associates
Florida
$240K +$167 +4 +0.1%
APC
11
Asset Planning Corporation
Tennessee
$206K +$196K +4,697 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$171K +$86.4K +2,070 +112%
GIA
13
GHP Investment Advisors
Colorado
$139K +$376 +9 +0.3%
LFG
14
Larson Financial Group
Missouri
$129K -$10.5K -252 -8%
SWM
15
Spire Wealth Management
Virginia
$120K +$45.6K +1,093 +67%
TWC
16
TD Waterhouse Canada
Ontario, Canada
$113K
Comerica Bank
17
Comerica Bank
Texas
$58.7K
William Blair & Company
18
William Blair & Company
Illinois
$53K
SPIA
19
Steward Partners Investment Advisory
New York
$42K
CTWM
20
Cherry Tree Wealth Management
Minnesota
$34.5K
Citigroup
21
Citigroup
New York
$29K
GWM
22
Geneos Wealth Management
Colorado
$24.8K
Osaic Holdings
23
Osaic Holdings
Arizona
$17.3K -$2.09K -50 -11%
CFD
24
Creative Financial Designs
Indiana
$13.1K
CFGS
25
Concourse Financial Group Securities
Alabama
$11.2K

AIVI Hedge Fund Activity: Q3 2024 in Review

28 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q3 2024, worth a combined $11.2M — up 11% from $10.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AIVI and 1 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 12 added.

The largest buyer was LPL Financial, adding an estimated $658K. The largest seller was Jane Street, exiting entirely with an estimated $563K sold.

  • 28 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q3 2024, down from 34 in Q2 2024.
  • Funds reported $11.2M of WisdomTree International AI Enhanced Value Fund stock for Q3 2024, up 11% quarter-over-quarter.
  • 1 fund opened new WisdomTree International AI Enhanced Value Fund positions in Q3 2024 and 7 closed out, a net change of -6 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q3 2024 was LPL Financial, an estimated $658K added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q3 2024 was Jane Street, an estimated $563K sold.

Based on aggregated 13F filings for Q3 2024.