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Advisor Group’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Advisor Group’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$21K Buy
501
+1
+0.2% +$42 ﹤0.01% 3921
2019
Q3 		$20K Sell
500
-32
-6% -$1.29K ﹤0.01% 3952
2019
Q2 		$22K Buy
532
+127
+31% +$5.2K ﹤0.01% 3924
2019
Q1 		$17K Sell
405
-149
-27% -$6K ﹤0.01% 4053
2018
Q4 		$21K Sell
554
-34
-6% -$1.35K ﹤0.01% 3766
2018
Q3 		$25K Sell
588
-433
-42% -$18.3K ﹤0.01% 3744
2018
Q2 		$43K Sell
1,021
-2,887
-74% -$126K ﹤0.01% 3211
2018
Q1 		$170K Sell
3,908
-1,264
-24% -$55.6K ﹤0.01% 2097
2017
Q4 		$224K Buy
5,172
+1,583
+44% +$68.1K ﹤0.01% 1895
2017
Q3 		$154K Buy
3,589
+2,459
+218% +$103K ﹤0.01% 2049
2017
Q2 		$46K Buy
1,130
+839
+288% +$34.2K ﹤0.01% 2898
2017
Q1 		$12K Sell
291
-14
-5% -$543 ﹤0.01% 3666
2016
Q4 		$11K Buy
305
+63
+26% +$2.35K ﹤0.01% 3567
2016
Q3 		$9K Buy
242
+49
+25% +$1.89K ﹤0.01% 3598
2016
Q2 		$7K Buy
+193
New +$7.4K ﹤0.01% 3625

Other funds holding AIVI

TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisor Group's AIVI Position: Q4 2019 in Review

Advisor Group increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 0.2% in Q4 2019, buying an estimated $42 and bringing the position to 501 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3921.

Advisor Group first reported a position in AIVI in Q2 2016 and has held it in 15 quarters since. The position peaked at $224K in Q4 2017. 42 funds tracked by Wall St. Rank hold AIVI as of Q4 2019.

  • Advisor Group held 501 shares of WisdomTree International AI Enhanced Value Fund worth $21K as of Q4 2019.
  • Advisor Group bought 1 WisdomTree International AI Enhanced Value Fund share in Q4 2019, an estimated $42.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3921 holding.
  • Advisor Group first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's WisdomTree International AI Enhanced Value Fund position peaked at $224K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.