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WisdomTree International AI Enhanced Value Fund (AIVI) Institutional Ownership

$40.32 +0.09 (+0.22%)
(As of 11/21/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree International AI Enhanced Value Fund (NYSEARCA:AIVI)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$5.85M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$113.35K
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AIVI Institutional Buying and Selling by Quarter

WisdomTree International AI Enhanced Value Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/12/2024Larson Financial Group LLC2,948$129K0.0%-7.9%0.164%
11/8/2024 BIP Wealth LLC57,796$2.53M0.2%+15.9%3.211%
11/2/2024 XML Financial LLC9,099$399K0.0%+10.2%0.506%
10/21/2024 Asset Planning Corporation4,697$206K0.1%N/A0.261%
8/19/2024 EP Wealth Advisors LLC5,960$235K0.0%N/A0.331%
8/3/2024 National Bank of Canada FI9,698$381K0.0%+1,097.3%0.539%
5/17/2024 XML Financial LLC8,693$357K0.0%-6.3%0.483%
2/9/2024 Gladstone Institutional Advisory LLC5,593$226K0.0%N/A0.302%
2/2/2024 BIP 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%
11/9/2023 BIP Wealth LLC64,793$2.43M0.2%-8.6%3.502%
11/6/2023 XML Financial LLC9,038$340K0.0%-22.4%0.489%
11/3/2023Larson Financial Group LLC4,989$187K0.0%-5.5%0.270%
8/10/2023 Truvestments 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%
7/31/2023 LPL Financial LLC18,774$732K0.0%+181.8%0.939%
7/27/2023 BIP Wealth LLC70,854$2.76M0.2%-3.8%3.543%
5/10/2023 BIP Wealth LLC73,670$2.86M0.3%N/A3.684%
5/9/2023 Spire Wealth Management3,107$121K0.0%+64.0%0.155%
4/14/2023Raymond James & Associates7,190$279K0.0%-6.1%0.342%
3/6/2023 OLD Mission Capital LLC30,639$1.11M0.0%N/A1.459%
1/24/2023 Sigma 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%
8/11/2022 Sigma Planning Corp15,117$538K0.0%N/A0.605%
8/11/2022 GHP Investment Advisors Inc.3,588$128K0.0%N/A0.144%
8/9/2022 Truvestments Capital LLC7,330$261K0.2%N/A0.293%
8/4/2022Larson Financial Group LLC5,488$195K0.0%N/A0.220%
8/4/2022 Steward Partners Investment Advisory LLC959$34K0.0%N/A0.038%
8/1/2022 XML 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, 14 institutional investors and hedge funds held shares of WisdomTree International AI Enhanced Value Fund. The most heavily invested institutionals were BIP Wealth LLC ($2.53M), BKM Wealth Management LLC ($2.15M), OLD Mission Capital LLC ($1.11M), LPL Financial LLC ($732K), Sigma Planning Corp ($488K), XML Financial LLC ($399K), and National Bank of Canada FI ($381K).Learn more on AIVI's institutional investors.

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

Of the 10 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 ($85.11K), OLD Mission Capital LLC ($30.64K), LPL Financial LLC ($12.11K), National Bank of Canada FI ($8.89K), EP Wealth Advisors LLC ($5.96K), and Gladstone Institutional Advisory LLC ($5.59K).

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

Institutional investors have bought a total of 261,484 shares in the last 24 months. This purchase volume represents approximately $10.34M 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 ($3.20K), Larson Financial Group LLC ($2.75K), 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 17,691 shares in the last 24 months. This volume of shares sold represents approximately $677.60K in transactions.



This page (NYSEARCA:AIVI) was last updated on 11/21/2024 by MarketBeat.com Staff
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