AF
AIVI icon

Allworth Financial’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Allworth Financial’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-133
Closed -$5K – 1156
2020
Q2 		$5K Buy
+133
New +$4.51K ﹤0.01% 851

Other funds holding AIVI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allworth Financial's AIVI Position: Q3 2020 in Review

Allworth Financial sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2020, closing a stake of 133 shares — an estimated $5K sold.

Allworth Financial first reported a position in AIVI in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 38 funds tracked by Wall St. Rank hold AIVI as of Q3 2020.

  • Allworth Financial reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2020 after selling out during the quarter.
  • Allworth Financial sold 133 WisdomTree International AI Enhanced Value Fund shares in Q3 2020, an estimated $5K.
  • Allworth Financial first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2020 and held it in 1 quarter.
  • Allworth Financial's WisdomTree International AI Enhanced Value Fund position peaked at $5K in Q2 2020.
  • 38 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2020.

Based on Allworth Financial's 13F filing for Q3 2020, filed 3 Nov 2020.