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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

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.

Holders
28
Holders Change
-6
Holders Change %
-17.65%
% of All Funds
0.41%
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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.71M
2
BW
2
BIP Wealth
Georgia
$2.53M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$426K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.6M
5
APC
5
Asset Planning Corporation
Tennessee
$206K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BW
1
BIP Wealth
Georgia
$2.53M 57,796 +7,932 +16%
Morgan Stanley
2
Morgan Stanley
New York
$2.27M 51,850 -247 -0.5%
LPL Financial
3
LPL Financial
California
$1.71M 38,987 +15,771 +68%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.6M 36,609 +4,723 +15%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$426K 9,646 +7,175 +290%
XF
6
XML Financial
Maryland
$399K 9,099 +840 +10%
GIA
7
Gladstone Institutional Advisory
Florida
$313K 7,152 +76 +1%
EWA
8
EP Wealth Advisors
California
$261K 5,960 – –
Creative Planning
9
Creative Planning
Kansas
$252K 5,744 +233 +4%
RJA
10
Raymond James & Associates
Florida
$240K 5,475 +4 +0.1%
APC
11
Asset Planning Corporation
Tennessee
$206K 4,697 +4,697 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$171K 3,915 +2,070 +112%
GIA
13
GHP Investment Advisors
Colorado
$139K 3,179 +9 +0.3%
LFG
14
Larson Financial Group
Missouri
$129K 2,948 -252 -8%
SWM
15
Spire Wealth Management
Virginia
$120K 2,731 +1,093 +67%
TWC
16
TD Waterhouse Canada
Ontario, Canada
$113K 2,600 – –
Comerica Bank
17
Comerica Bank
Texas
$58.7K 1,340 – –
William Blair & Company
18
William Blair & Company
Illinois
$53K 1,210 – –
SPIA
19
Steward Partners Investment Advisory
New York
$42K 959 – –
CTWM
20
Cherry Tree Wealth Management
Minnesota
$34.5K 788 – –
Citigroup
21
Citigroup
New York
$29K 663 – –
GWM
22
Geneos Wealth Management
Colorado
$24.8K 567 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$17.3K 394 -50 -11%
CFD
24
Creative Financial Designs
Indiana
$13.1K 300 – –
CFGS
25
Concourse Financial Group Securities
Alabama
$11.2K 255 – –
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