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Allred Capital Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Allred Capital Management’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
2021
Q2 		– Sell
-302
Closed -$28.4K – 202
2021
Q1 		$28.4K Buy
+302
New +$26.8K 0.01% 477
2020
Q1 		– Sell
-524
Closed -$48.5K – 156
2019
Q4 		$48.5K Buy
+524
New +$46.8K 0.03% 346

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allred Capital Management's AIVL Position: Q2 2021 in Review

Allred Capital Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2021, closing a stake of 302 shares — an estimated $28.4K sold.

Allred Capital Management first reported a position in AIVL in Q4 2019 and held it in 2 quarters. The position peaked at $48.5K in Q4 2019. 133 funds tracked by Wall St. Rank hold AIVL as of Q2 2021.

  • Allred Capital Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 302 WisdomTree US AI Enhanced Value Fund shares in Q2 2021, an estimated $28.4K.
  • Allred Capital Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's WisdomTree US AI Enhanced Value Fund position peaked at $48.5K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.