Advantage Investment Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Advantage Investment Management’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 Q4	–	Sell	-390	Closed	-$35K	–	985
2018 Q3	$35K	Hold	390	–	–	0.02%	459
2018 Q2	$34K	Hold	390	–	–	0.02%	434
2018 Q1	$33K	Hold	390	–	–	0.01%	458
2017 Q4	$34K	Hold	390	–	–	0.01%	471
2017 Q3	$33K	Hold	390	–	–	0.01%	466
2017 Q2	$32K	Hold	390	–	–	0.01%	475
2017 Q1	$32K	Hold	390	–	–	0.01%	458
2016 Q4	$31K	Hold	390	–	–	0.01%	421
2016 Q3	$31K	Hold	390	–	–	0.01%	425
2016 Q2	$30K	Hold	390	–	–	0.01%	419
2016 Q1	$29K	Hold	390	–	–	0.01%	404
2015 Q4	$27K	Hold	390	–	–	0.01%	421
2015 Q3	$26K	Sell	390 -44	-10%	-$3.13K	0.01%	403
2015 Q2	$32K	Hold	434	–	–	0.02%	401
2015 Q1	$33K	Buy	434 +360	+486%	+$27.4K	0.02%	383
2014 Q4	$6K	Buy	+74	New	+$5.54K	﹤0.01%	592

Other funds holding AIVL

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

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

Advantage Investment Management's AIVL Position: Q4 2018 in Review

Advantage Investment Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2018, closing a stake of 390 shares — an estimated $35K sold.

Advantage Investment Management first reported a position in AIVL in Q4 2014 and held it in 16 quarters. The position peaked at $35K in Q3 2018. 140 funds tracked by Wall St. Rank hold AIVL as of Q4 2018.

Advantage Investment Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2018 after selling out during the quarter.
Advantage Investment Management sold 390 WisdomTree US AI Enhanced Value Fund shares in Q4 2018, an estimated $35K.
Advantage Investment Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2014 and held it in 16 quarters.
Advantage Investment Management's WisdomTree US AI Enhanced Value Fund position peaked at $35K in Q3 2018.
140 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.