Ameritas Investment Company’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-450	Closed	-$19.1K	–	760
2021 Q1	$19.1K	Buy	+450	New	+$19K	﹤0.01%	1314
2020 Q2	–	Sell	-440	Closed	-$14K	–	367
2020 Q1	$14K	Buy	+440	New	+$16.9K	﹤0.01%	1103
2019 Q1	–	Sell	-750	Closed	-$28K	–	952
2018 Q4	$28K	Buy	+750	New	+$29.8K	0.01%	760

Other funds holding AIVI

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

TCM

Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ameritas Investment Company's AIVI Position: Q2 2021 in Review

Ameritas Investment Company sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2021, closing a stake of 450 shares — an estimated $19.1K sold.

Ameritas Investment Company first reported a position in AIVI in Q4 2018 and held it in 3 quarters. The position peaked at $28K in Q4 2018. 42 funds tracked by Wall St. Rank hold AIVI as of Q2 2021.

Ameritas Investment Company reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 450 WisdomTree International AI Enhanced Value Fund shares in Q2 2021, an estimated $19.1K.
Ameritas Investment Company first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's WisdomTree International AI Enhanced Value Fund position peaked at $28K in Q4 2018.
42 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.