WisdomTree US AI Enhanced Value Fund
AIVL
139 hedge funds and large institutions have $170M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
5% more funds holding
Funds holding: 132 → 139 (+7)
2.19% more ownership
Funds ownership: 21.69% → 23.89% (+2.2%)
4% less capital invested
Capital invested by funds: $178M → $170M (-$7.97M)
38% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$8.26M |
| 2 |
SMG
Smart Money Group
Eastland,
Texas
|
+$3.56M |
| 3 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
+$3.41M |
| 4 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$994K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$836K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.28M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.01M |
| 3 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$2.14M |
| 4 |
Jane Street
New York
|
-$1.35M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$701K |
AIVL Hedge Fund Activity: Q4 2018 in Review
139 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2018, worth a combined $170M — down 4.5% from $178M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AIVL positions and 18 closed out — a net gain of 7 holders — while 28 added to existing stakes and 45 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $8.26M. The largest seller was Morgan Stanley, cutting an estimated $4.28M.
- 139 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2018, up from 132 in Q3 2018.
- Funds reported $170M of WisdomTree US AI Enhanced Value Fund stock for Q4 2018, down 4.5% quarter-over-quarter.
- 25 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2018 and 18 closed out, a net change of +7 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2018 was Trilogy Capital, an estimated $8.26M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2018 was Morgan Stanley, an estimated $4.28M sold.
Based on aggregated 13F filings for Q4 2018.