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Advisor Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Advisor Group’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
2019
Q4 		$1.43M Buy
15,439
+233
+2% +$20.8K 0.01% 990
2019
Q3 		$1.33M Buy
15,206
+15
+0.1% +$1.28K 0.01% 981
2019
Q2 		$1.3M Sell
15,191
-258
-2% -$21.9K 0.01% 963
2019
Q1 		$1.32M Buy
15,449
+1,178
+8% +$98K 0.01% 933
2018
Q4 		$1.1M Buy
14,271
+429
+3% +$36.2K 0.01% 904
2018
Q3 		$1.25M Buy
13,842
+417
+3% +$37.5K 0.01% 854
2018
Q2 		$1.17M Sell
13,425
-625
-4% -$53.9K 0.02% 784
2018
Q1 		$1.19M Buy
14,050
+584
+4% +$51.6K 0.02% 771
2017
Q4 		$1.19M Buy
13,466
+444
+3% +$38.4K 0.02% 788
2017
Q3 		$1.1M Buy
13,022
+1,318
+11% +$109K 0.02% 750
2017
Q2 		$963K Sell
11,704
-6
-0.1% -$493 0.02% 772
2017
Q1 		$966K Buy
11,710
+130
+1% +$10.7K 0.02% 723
2016
Q4 		$930K Sell
11,580
-308
-3% -$24.3K 0.02% 686
2016
Q3 		$933K Sell
11,888
-776
-6% -$61K 0.02% 656
2016
Q2 		$974K Buy
+12,664
New +$951K 0.03% 630

Other funds holding AIVL

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Advisor Group's AIVL Position: Q4 2019 in Review

Advisor Group increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 1.5% in Q4 2019, buying an estimated $20.8K and bringing the position to 15,439 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #990.

Advisor Group first reported a position in AIVL in Q2 2016 and has held it in 15 quarters since. 154 funds tracked by Wall St. Rank hold AIVL as of Q4 2019.

  • Advisor Group held 15,439 shares of WisdomTree US AI Enhanced Value Fund worth $1.43M as of Q4 2019.
  • Advisor Group bought 233 WisdomTree US AI Enhanced Value Fund shares in Q4 2019, an estimated $20.8K.
  • WisdomTree US AI Enhanced Value Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #990 holding.
  • Advisor Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2016 and has held it in 15 quarters since.
  • 154 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2019.

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