WisdomTree US AI Enhanced Value Fund
AIVL
154 hedge funds and large institutions have $283M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.
329% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 7
20% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 35
17% more capital invested
Capital invested by funds: $242M → $283M (+$41.1M)
17% more funds holding
Funds holding: 132 → 154 (+22)
4.08% more ownership
Funds ownership: 30.13% → 34.21% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.13M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$7.08M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$2.49M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.44M |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
-$2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.64M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$1.41M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.03M |
| 5 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$986K |
AIVL Hedge Fund Activity: Q4 2019 in Review
154 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2019, worth a combined $283M — up 17% from $242M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new AIVL positions and 7 closed out — a net gain of 23 holders — while 42 added to existing stakes and 35 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $7.13M. The largest seller was StrategIQ Financial Group, cutting an estimated $2M.
- 154 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2019, up from 132 in Q3 2019.
- Funds reported $283M of WisdomTree US AI Enhanced Value Fund stock for Q4 2019, up 17% quarter-over-quarter.
- 30 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2019 and 7 closed out, a net change of +23 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2019 was AE Wealth Management, an estimated $7.13M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2019 was StrategIQ Financial Group, an estimated $2M sold.
Based on aggregated 13F filings for Q4 2019.