Advocacy Wealth Management Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Advocacy Wealth Management Services’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
2016 Q3	–	Sell	-1,201	Closed	-$93K	–	367
2016 Q2	$93K	Hold	1,201	–	–	0.05%	100
2016 Q1	$91K	Hold	1,201	–	–	0.06%	134
2015 Q4	$84K	Buy	+1,201	New	+$85.6K	0.1%	132

Other funds holding AIVL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ODCM

Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advocacy Wealth Management Services's AIVL Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2016, closing a stake of 1,201 shares — an estimated $93K sold.

Advocacy Wealth Management Services first reported a position in AIVL in Q4 2015 and held it in 3 quarters. The position peaked at $93K in Q2 2016. 115 funds tracked by Wall St. Rank hold AIVL as of Q3 2016.

Advocacy Wealth Management Services reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,201 WisdomTree US AI Enhanced Value Fund shares in Q3 2016, an estimated $93K.
Advocacy Wealth Management Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2015 and held it in 3 quarters.
Advocacy Wealth Management Services's WisdomTree US AI Enhanced Value Fund position peaked at $93K in Q2 2016.
115 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.