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WisdomTree International AI Enhanced Value Fund

31 hedge funds and large institutions have $12.1M invested in WisdomTree International AI Enhanced Value Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

11% more funds holding

Funds holding: 2831 (+3)

8% more capital invested

Capital invested by funds: $11.2M → $12.1M (+$912K)

2.66% more ownership

Funds ownership: 15.94%18.6% (+2.7%)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1
BIP Wealth
Georgia
$2.18M -$102K -2,463 -4%
Morgan Stanley
2
Morgan Stanley
New York
$1.98M -$64.9K -1,573 -3%
FTUS
3
Flow Traders U.S.
New York
$1.7M +$1.78M +43,159 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.43M -$13.8K -334 -0.9%
LPL Financial
5
LPL Financial
California
$1.06M -$497K -12,055 -31%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$531K +$158K +3,830 +40%
Jane Street
7
Jane Street
New York
$492K +$516K +12,506 New
UBS Group
8
UBS Group
Switzerland
$442K +$463K +11,228 New
XF
9
XML Financial
Maryland
$357K -$1.65K -40 -0.4%
GIA
10
Gladstone Institutional Advisory
Florida
$276K -$6.14K -149 -2%
EWA
11
EP Wealth Advisors
California
$235K
Raymond James Financial
12
Raymond James Financial
Florida
$225K +$236K +5,721 New
Creative Planning
13
Creative Planning
Kansas
$217K -$9.61K -233 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$154K
GIA
15
GHP Investment Advisors
Colorado
$126K +$495 +12 +0.4%
LFG
16
Larson Financial Group
Missouri
$109K -$7.05K -171 -6%
SWM
17
Spire Wealth Management
Virginia
$108K
TWC
18
TD Waterhouse Canada
Ontario, Canada
$102K
Wells Fargo
19
Wells Fargo
California
$80.6K +$84.4K +2,046 +102,300%
SPIA
20
Steward Partners Investment Advisory
New York
$53.5K +$16.5K +400 +42%
Comerica Bank
21
Comerica Bank
Texas
$52.8K
William Blair & Company
22
William Blair & Company
Illinois
$47.6K
Osaic Holdings
23
Osaic Holdings
Arizona
$32.3K +$17.6K +426 +108%
CTWM
24
Cherry Tree Wealth Management
Minnesota
$31K
Citigroup
25
Citigroup
New York
$26.1K

AIVI Hedge Fund Activity: Q4 2024 in Review

31 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2024, worth a combined $12.1M — up 8.2% from $11.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AIVI positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.78M. The largest seller was LPL Financial, cutting an estimated $497K.

  • 31 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2024, up from 28 in Q3 2024.
  • Funds reported $12.1M of WisdomTree International AI Enhanced Value Fund stock for Q4 2024, up 8.2% quarter-over-quarter.
  • 6 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $1.78M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2024 was LPL Financial, an estimated $497K sold.

Based on aggregated 13F filings for Q4 2024.