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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

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

Advisornet Financial's AIVL Position: Q1 2024 in Review

Advisornet Financial sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2024, closing a stake of 205 shares — an estimated $19.7K sold.

Advisornet Financial first reported a position in AIVL in Q3 2021 and held it in 10 quarters. The position peaked at $21K in Q4 2021. 120 funds tracked by Wall St. Rank hold AIVL as of Q1 2024.

  • Advisornet Financial reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 205 WisdomTree US AI Enhanced Value Fund shares in Q1 2024, an estimated $19.7K.
  • Advisornet Financial first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2021 and held it in 10 quarters.
  • Advisornet Financial's WisdomTree US AI Enhanced Value Fund position peaked at $21K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.