AF
AIVL icon

Advisornet Financial’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-205
Closed -$19.7K – 2047
2023
Q4 		$19.7K Hold
205
– – ﹤0.01% 1088
2023
Q3 		$18.2K Hold
205
– – ﹤0.01% 1058
2023
Q2 		$19.2K Hold
205
– – ﹤0.01% 1110
2023
Q1 		$18.8K Hold
205
– – ﹤0.01% 1096
2022
Q4 		$18.8K Hold
205
– – ﹤0.01% 1070
2022
Q3 		$17K Hold
205
– – ﹤0.01% 1157
2022
Q2 		$18K Hold
205
– – ﹤0.01% 1156
2022
Q1 		$20K Hold
205
– – ﹤0.01% 1239
2021
Q4 		$21K Hold
205
– – ﹤0.01% 1273
2021
Q3 		$19K Buy
+205
New +$19.9K ﹤0.01% 1258

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JIP
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NFW
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SL
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Commonwealth Equity Services
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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return