WisdomTree US AI Enhanced Value Fund
AIVL
132 hedge funds and large institutions have $179M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 44 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
2% more funds holding
Funds holding: 130 → 132 (+2)
4% more capital invested
Capital invested by funds: $172M → $179M (+$6.78M)
0.18% more ownership
Funds ownership: 21.37% → 21.54% (+0.18%)
30% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 44
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$3.03M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.71M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.1M |
| 4 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$1.07M |
| 5 |
Jane Street
New York
|
+$678K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMG
Smart Money Group
Eastland,
Texas
|
-$4.08M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$933K |
| 4 |
LPL Financial
San Diego,
California
|
-$864K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$813K |
AIVL Hedge Fund Activity: Q3 2018 in Review
132 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q3 2018, worth a combined $179M — up 3.9% from $172M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AIVL positions and 11 closed out — a net gain of 2 holders — while 31 added to existing stakes and 44 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $3.03M. The largest seller was Smart Money Group, exiting entirely with an estimated $4.08M sold.
- 132 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q3 2018, up from 130 in Q2 2018.
- Funds reported $179M of WisdomTree US AI Enhanced Value Fund stock for Q3 2018, up 3.9% quarter-over-quarter.
- 13 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q3 2018 and 11 closed out, a net change of +2 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q3 2018 was Trilogy Capital, an estimated $3.03M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q3 2018 was Smart Money Group, an estimated $4.08M sold.
Based on aggregated 13F filings for Q3 2018.