Ameritas Investment Company’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Ameritas Investment Company’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	-66	Closed	-$6.22K	–	761
2021 Q1	$6.22K	Buy	+66	New	+$5.85K	﹤0.01%	1656
2020 Q2	–	Sell	-1,699	Closed	-$110K	–	368
2020 Q1	$110K	Buy	1,699 +10	+0.6%	+$830	0.02%	475
2019 Q4	$156K	Buy	1,689 +1,547	+1,089%	+$138K	0.03%	376
2019 Q3	$12K	Buy	+142	New	+$12.2K	﹤0.01%	1065
2019 Q1	–	Sell	-4,679	Closed	-$360K	–	953
2018 Q4	$360K	Buy	+4,679	New	+$395K	0.08%	205

Other funds holding AIVL

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameritas Investment Company sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2021, closing a stake of 66 shares — an estimated $6.22K sold.

Ameritas Investment Company first reported a position in AIVL in Q4 2018 and held it in 5 quarters. The position peaked at $360K in Q4 2018. 133 funds tracked by Wall St. Rank hold AIVL as of Q2 2021.

Ameritas Investment Company reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 66 WisdomTree US AI Enhanced Value Fund shares in Q2 2021, an estimated $6.22K.
Ameritas Investment Company first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's WisdomTree US AI Enhanced Value Fund position peaked at $360K in Q4 2018.
133 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2021.

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