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WisdomTree International AI Enhanced Value Fund

33 hedge funds and large institutions have $14.3M invested in WisdomTree International AI Enhanced Value Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $12.1M → $14.3M (+$2.24M)

9.81% more ownership

Funds ownership: 18.6%28.4% (+9.8%)

6% more funds holding

Funds holding: 3133 (+2)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1
BIP Wealth
Georgia
$2.19M -$228K -5,415 -10%
Morgan Stanley
2
Morgan Stanley
New York
$2.19M -$16.9K -403 -0.8%
FTUS
3
Flow Traders U.S.
New York
$1.93M +$38.2K +908 +2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.52M -$67K -1,595 -4%
LPL Financial
5
LPL Financial
California
$1.23M +$49.3K +1,172 +4%
TC
6
Truvestments Capital
Florida
$622K +$596K +14,190 New
Jones Financial Companies
7
Jones Financial Companies
Missouri
$595K +$630 +15 +0.1%
UBS Group
8
UBS Group
Switzerland
$547K +$52.3K +1,245 +11%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$488K +$468K +11,125 New
XF
10
XML Financial
Maryland
$385K -$11.1K -265 -3%
Goldman Sachs
11
Goldman Sachs
New York
$301K +$289K +6,878 New
EWA
12
EP Wealth Advisors
California
$261K
Jane Street
13
Jane Street
New York
$244K -$291K -6,928 -55%
Creative Planning
14
Creative Planning
Kansas
$242K
GS
15
GTS Securities
New York
$225K +$216K +5,137 New
Raymond James Financial
16
Raymond James Financial
Florida
$222K -$27.7K -659 -12%
APC
17
Asset Planning Corporation
Tennessee
$206K +$197K +4,697 New
GIA
18
GHP Investment Advisors
Colorado
$140K +$168 +4 +0.1%
LFG
19
Larson Financial Group
Missouri
$122K -$168 -4 -0.1%
TWC
20
TD Waterhouse Canada
Ontario, Canada
$114K
SWM
21
Spire Wealth Management
Virginia
$96.6K -$22.2K -527 -19%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$90K -$78.2K -1,860 -48%
Wells Fargo
23
Wells Fargo
California
$74.5K -$14.6K -347 -17%
SPIA
24
Steward Partners Investment Advisory
New York
$59.6K
William Blair & Company
25
William Blair & Company
Illinois
$53K

AIVI Hedge Fund Activity: Q1 2025 in Review

33 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2025, worth a combined $14.3M — up 19% from $12.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AIVI positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Truvestments Capital, opening a new position worth an estimated $596K. The largest seller was Jane Street, cutting an estimated $291K.

  • 33 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2025, up from 31 in Q4 2024.
  • Funds reported $14.3M of WisdomTree International AI Enhanced Value Fund stock for Q1 2025, up 19% quarter-over-quarter.
  • 6 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2025 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2025 was Truvestments Capital, an estimated $596K added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2025 was Jane Street, an estimated $291K sold.

Based on aggregated 13F filings for Q1 2025.