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WisdomTree International AI Enhanced Value Fund

34 hedge funds and large institutions have $14.9M invested in WisdomTree International AI Enhanced Value Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

19% more capital invested

Capital invested by funds: $12.5M → $14.9M (+$2.37M)

13% more funds holding

Funds holding: 3034 (+4)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

2.47% more ownership

Funds ownership: 23.64%26.11% (+2.5%)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.47M +$436K +8,842 +14%
LPL Financial
2
LPL Financial
California
$2.53M +$1.07M +21,640 +74%
BW
3
BIP Wealth
Georgia
$2.06M -$329K -6,668 -14%
FTUS
4
Flow Traders U.S.
New York
$1.23M +$1.22M +24,718 New
TC
5
Truvestments Capital
Florida
$712K +$247 +5 +0%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$674K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$627K -$256K -5,190 -29%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$556K +$3.46K +70 +0.6%
XF
9
XML Financial
Maryland
$467K +$30.5K +617 +7%
UBS Group
10
UBS Group
Switzerland
$347K -$231K -4,675 -40%
Creative Planning
11
Creative Planning
Kansas
$259K -$14.8K -300 -5%
CW
12
CreativeOne Wealth
Kansas
$243K +$242K +4,896 New
Raymond James Financial
13
Raymond James Financial
Florida
$242K -$15.3K -310 -6%
APC
14
Asset Planning Corporation
Tennessee
$233K
MA
15
Mezzasalma Advisors
New Jersey
$219K +$889 +18 +0.4%
Stifel Financial
16
Stifel Financial
Missouri
$203K +$202K +4,099 New
GIA
17
GHP Investment Advisors
Colorado
$161K +$494 +10 +0.3%
LFG
18
Larson Financial Group
Missouri
$133K -$3.5K -71 -3%
TWC
19
TD Waterhouse Canada
Ontario, Canada
$129K
SWM
20
Spire Wealth Management
Virginia
$109K
SPIA
21
Steward Partners Investment Advisory
New York
$82.3K
William Blair & Company
22
William Blair & Company
Illinois
$60.1K
Citigroup
23
Citigroup
New York
$32.9K
Osaic Holdings
24
Osaic Holdings
Arizona
$29K +$7.9K +160 +38%
NA
25
NewEdge Advisors
Louisiana
$28K +$27.8K +564 New

AIVI Hedge Fund Activity: Q3 2025 in Review

34 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q3 2025, worth a combined $14.9M — up 19% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AIVI positions and 1 closed out — a net gain of 5 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.22M. The largest seller was BIP Wealth, cutting an estimated $329K.

  • 34 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q3 2025, up from 30 in Q2 2025.
  • Funds reported $14.9M of WisdomTree International AI Enhanced Value Fund stock for Q3 2025, up 19% quarter-over-quarter.
  • 6 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q3 2025 and 1 closed out, a net change of +5 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q3 2025 was Flow Traders U.S., an estimated $1.22M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q3 2025 was BIP Wealth, an estimated $329K sold.

Based on aggregated 13F filings for Q3 2025.