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WisdomTree International AI Enhanced Value Fund

30 hedge funds and large institutions have $12.5M invested in WisdomTree International AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

4.76% less ownership

Funds ownership: 28.4%23.64% (-4.8%)

9% less funds holding

Funds holding: 3330 (-3)

13% less capital invested

Capital invested by funds: $14.3M → $12.5M (-$1.8M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.94M +$521K +11,243 +23%
BW
2
BIP Wealth
Georgia
$2.32M -$83K -1,793 -4%
LPL Financial
3
LPL Financial
California
$1.41M +$56.9K +1,228 +4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$858K -$781K -16,854 -49%
TC
5
Truvestments Capital
Florida
$690K +$6.76K +146 +1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$658K +$8.85K +191 +1%
UBS Group
7
UBS Group
Switzerland
$562K -$37.2K -803 -6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$536K
XF
9
XML Financial
Maryland
$424K
EWA
10
EP Wealth Advisors
California
$287K
Creative Planning
11
Creative Planning
Kansas
$265K
Raymond James Financial
12
Raymond James Financial
Florida
$250K +$5.6K +121 +2%
APC
13
Asset Planning Corporation
Tennessee
$226K
MA
14
Mezzasalma Advisors
New Jersey
$212K +$204K +4,398 New
GIA
15
GHP Investment Advisors
Colorado
$155K +$1.48K +32 +1%
LFG
16
Larson Financial Group
Missouri
$132K -$1.2K -26 -0.9%
TWC
17
TD Waterhouse Canada
Ontario, Canada
$126K
SWM
18
Spire Wealth Management
Virginia
$106K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$99K
SPIA
20
Steward Partners Investment Advisory
New York
$79.9K +$13.9K +300 +22%
William Blair & Company
21
William Blair & Company
Illinois
$58.3K
Comerica Bank
22
Comerica Bank
Texas
$57.5K
Citigroup
23
Citigroup
New York
$31.9K
Osaic Holdings
24
Osaic Holdings
Arizona
$20.3K -$18.5K -400 -49%
US Bancorp
25
US Bancorp
Minnesota
$6.31K +$6.07K +131 New

AIVI Hedge Fund Activity: Q2 2025 in Review

30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q2 2025, worth a combined $12.5M — down 13% from $14.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of AIVI and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $521K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.93M sold.

  • 30 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q2 2025, down from 33 in Q1 2025.
  • Funds reported $12.5M of WisdomTree International AI Enhanced Value Fund stock for Q2 2025, down 13% quarter-over-quarter.
  • 3 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q2 2025 and 6 closed out, a net change of -3 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q2 2025 was Morgan Stanley, an estimated $521K added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q2 2025 was Flow Traders U.S., an estimated $1.93M sold.

Based on aggregated 13F filings for Q2 2025.