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Ancora Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Ancora Advisors’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
2018
Q4 		– Sell
-2,000
Closed -$84K – 617
2018
Q3 		$84K Buy
+2,000
New +$84.5K ﹤0.01% 793
2017
Q1 		– Sell
-2,000
Closed -$75K – 627
2016
Q4 		$75K Buy
+2,000
New +$74.8K 0.01% 711

Other funds holding AIVI

TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ancora Advisors's AIVI Position: Q4 2018 in Review

Ancora Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2018, closing a stake of 2,000 shares — an estimated $84K sold.

Ancora Advisors first reported a position in AIVI in Q4 2016 and held it in 2 quarters. The position peaked at $84K in Q3 2018. 46 funds tracked by Wall St. Rank hold AIVI as of Q4 2018.

  • Ancora Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2018 after selling out during the quarter.
  • Ancora Advisors sold 2,000 WisdomTree International AI Enhanced Value Fund shares in Q4 2018, an estimated $84K.
  • Ancora Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2016 and held it in 2 quarters.
  • Ancora Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $84K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.