Acorn Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Acorn Wealth Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,701	Closed	-$147K	–	129
2018 Q2	$147K	Buy	1,701 +10	+0.6%	+$862	0.13%	134
2018 Q1	$146K	Sell	1,691 -401	-19%	-$35.4K	0.13%	134
2017 Q4	$188K	Buy	+2,092	New	+$181K	0.17%	104

Other funds holding AIVL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Acorn Wealth Advisors's AIVL Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2018, closing a stake of 1,701 shares — an estimated $147K sold.

Acorn Wealth Advisors first reported a position in AIVL in Q4 2017 and held it in 3 quarters. The position peaked at $188K in Q4 2017. 132 funds tracked by Wall St. Rank hold AIVL as of Q3 2018.

Acorn Wealth Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,701 WisdomTree US AI Enhanced Value Fund shares in Q3 2018, an estimated $147K.
Acorn Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $188K in Q4 2017.
132 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.