Who Owns AIVI?
WisdomTree International AI Enhanced Value Fund — Institutional Ownership & 13F Holdings
$55.98
+0.10 (+0.18%)
Market Cap
$63.2M
Shares Outstanding
1,041,448
Institutional Holders
34
Total Inst. Value
$13.0M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
7
Closed Positions
4
Increased
7
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $3.4M | 76,954 |
| 2 | MORGAN STANLEY | $2.2M | 49,874 |
| 3 | FLOW TRADERS U.S. LLC | $1.9M | 44,067 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 34,680 |
| 5 | UBS Group AG | $547K | 12,473 |
| 6 | Cambridge Investment Research Advisors, Inc.New | $488K | 11,125 |
| 7 | XML Financial, LLC | $385K | 8,794 |
| 8 | GOLDMAN SACHS GROUP INCNew | $301K | 6,878 |
| 9 | EP Wealth Advisors, LLC | $261K | 5,960 |
| 10 | JANE STREET GROUP, LLC | $244K | 5,578 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +63K | $3.4M |
| FLOW TRADERS U.S. LLC | +908 | $1.9M |
| UBS Group AG | +1K | $547K |
| Cambridge Investment Research Advisors, Inc.New | +11K | $488K |
| GOLDMAN SACHS GROUP INCNew | +7K | $301K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -7K | $244K |
| BIP Wealth, LLC | -5K | $2K |
| ROYAL BANK OF CANADA | -2K | $90K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -2K | $1.5M |
| RAYMOND JAMES FINANCIAL INC | -659 | $222K |
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Frequently Asked Questions
How many institutional investors hold AIVI?
As of Q1 2025, 34 institutional investors report holding AIVI (WisdomTree International AI Enhanced Value Fund) in their 13F filings.
Which hedge fund owns the most AIVI?
The largest institutional holder of AIVI is JONES FINANCIAL COMPANIES LLLP with $3.4M in shares.
Are institutions buying or selling AIVI?
This quarter, 7 institutions opened new positions in AIVI and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.