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WisdomTree International AI Enhanced Value Fund (AIVI) Institutional Ownership

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+0.14 (+0.35%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree International AI Enhanced Value Fund (NYSEARCA:AIVI)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$8.06M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$565.76K
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AIVI Institutional Buying and Selling by Quarter

WisdomTree International AI Enhanced Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/9/2024Gladstone Institutional Advisory LLC5,593$226K0.0%N/A0.302%
2/2/2024BIP Wealth LLC68,298$2.76M0.2%+5.4%3.692%
2/1/2024Larson Financial Group LLC3,057$124K0.0%-38.7%0.165%
1/11/2024 BKM Wealth Management LLC53,218$2.15M0.1%N/A2.877%
1/11/2024 BKM Wealth Management LLC53,218$2.15M0.1%N/A2.877%
11/9/2023BIP Wealth LLC64,793$2.43M0.2%-8.6%3.502%
11/6/2023XML Financial LLC9,038$340K0.0%-22.4%0.489%
11/3/2023Larson Financial Group LLC4,989$187K0.0%-5.5%0.270%
8/10/2023Truvestments Capital LLC4,260$166K0.1%-8.5%0.230%
8/9/2023 Spire Wealth Management2,731$107K0.0%-12.1%0.148%
8/3/2023Larson Financial Group LLC5,280$206K0.0%-5.0%0.264%
7/31/2023LPL Financial LLC18,774$732K0.0%+181.8%0.939%
7/27/2023BIP Wealth LLC70,854$2.76M0.2%-3.8%3.543%
5/10/2023BIP Wealth LLC73,670$2.86M0.3%N/A3.684%
5/9/2023 Spire Wealth Management3,107$121K0.0%+64.0%0.155%
4/14/2023 Raymond James & Associates7,190$279K0.0%-6.1%0.342%
3/6/2023OLD Mission Capital LLC30,639$1.11M0.0%N/A1.459%
1/24/2023Sigma Planning Corp13,509$488K0.0%-10.7%0.643%
11/7/2022 Spire Wealth Management1,894$58K0.0%N/A0.086%
8/11/2022Cetera Advisor Networks LLC6,820$243K0.0%N/A0.273%
8/11/2022Sigma Planning Corp15,117$538K0.0%N/A0.605%
8/11/2022GHP Investment Advisors Inc.3,588$128K0.0%N/A0.144%
8/9/2022Truvestments Capital LLC7,330$261K0.2%N/A0.293%
8/4/2022Larson Financial Group LLC5,488$195K0.0%N/A0.220%
8/4/2022Steward Partners Investment Advisory LLC959$34K0.0%N/A0.038%
8/1/2022XML Financial LLC11,819$420K0.1%N/A0.473%
8/1/2022 Investors Asset Management of Georgia Inc. GA ADV2,877$102K0.1%N/A0.115%
(Data available from 1/1/2016 forward)

AIVI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AIVI shares?

During the previous two years, 15 institutional investors and hedge funds held shares of WisdomTree International AI Enhanced Value Fund. The most heavily invested institutionals were BIP Wealth LLC ($2.76M), BKM Wealth Management LLC ($2.15M), OLD Mission Capital LLC ($1.11M), LPL Financial LLC ($732K), Sigma Planning Corp ($488K), XML Financial LLC ($340K), and Raymond James & Associates ($279K).Learn more on AIVI's institutional investors.

Which institutional investors have been buying WisdomTree International AI Enhanced Value Fund stock?

Of the 14 institutional investors that purchased WisdomTree International AI Enhanced Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BKM Wealth Management LLC ($106.44K), BIP Wealth LLC ($77.18K), OLD Mission Capital LLC ($30.64K), Sigma Planning Corp ($15.12K), LPL Financial LLC ($12.11K), XML Financial LLC ($11.82K), and Truvestments Capital LLC ($7.33K).

How much institutional buying is happening at WisdomTree International AI Enhanced Value Fund?

Institutional investors have bought a total of 289,059 shares in the last 24 months. This purchase volume represents approximately $11.14M in transactions.

Which WisdomTree International AI Enhanced Value Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree International AI Enhanced Value Fund stock in the last 24 months: BIP Wealth LLC ($8.88K), XML Financial LLC ($2.62K), Larson Financial Group LLC ($2.50K), Sigma Planning Corp ($1.62K), Raymond James & Associates ($471.00), Truvestments Capital LLC ($394.00), and Spire Wealth Management ($376.00).

How much institutional selling is happening at WisdomTree International AI Enhanced Value Fund?

Institutional investors have sold a total of 16,851 shares in the last 24 months. This volume of shares sold represents approximately $642.43K in transactions.


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This page (NYSEARCA:AIVI) was last updated on 4/28/2024 by MarketBeat.com Staff

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