Ancora Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Ancora Advisors’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
2019 Q2	–	Sell	-5,400	Closed	-$462K	–	584
2019 Q1	$462K	Hold	5,400	–	–	0.02%	436
2018 Q4	$416K	Hold	5,400	–	–	0.02%	442
2018 Q3	$488K	Hold	5,400	–	–	0.02%	488
2018 Q2	$469K	Hold	5,400	–	–	0.02%	498
2018 Q1	$457K	Hold	5,400	–	–	0.02%	491
2017 Q4	$477K	Hold	5,400	–	–	0.03%	447
2017 Q3	$455K	Hold	5,400	–	–	0.03%	477
2017 Q2	$444K	Hold	5,400	–	–	0.03%	443
2017 Q1	$446K	Hold	5,400	–	–	0.03%	437
2016 Q4	$434K	Hold	5,400	–	–	0.03%	425
2016 Q3	$424K	Hold	5,400	–	–	0.04%	360
2016 Q2	$416K	Hold	5,400	–	–	0.05%	344
2016 Q1	$407K	Hold	5,400	–	–	0.05%	334
2015 Q4	$380K	Hold	5,400	–	–	0.05%	343
2015 Q3	$363K	Hold	5,400	–	–	0.05%	346
2015 Q2	$397K	Buy	+5,400	New	+$411K	0.05%	357
2015 Q1	–	Sell	-5,400	Closed	-$411K	–	345
2014 Q4	$414K	Hold	5,400	–	–	0.05%	340
2014 Q3	$396K	Hold	5,400	–	–	0.05%	327
2014 Q2	$399K	Hold	5,400	–	–	0.05%	339
2014 Q1	$379K	Hold	5,400	–	–	0.05%	321
2013 Q4	$371K	Hold	5,400	–	–	0.06%	294
2013 Q3	$344K	Hold	5,400	–	–	0.06%	293
2013 Q2	$336K	Buy	+5,400	New	+$340K	0.06%	290

Other funds holding AIVL

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JIP

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

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

HCP

Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Ancora Advisors's AIVL Position: Q2 2019 in Review

Ancora Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2019, closing a stake of 5,400 shares — an estimated $462K sold.

Ancora Advisors first reported a position in AIVL in Q2 2013 and held it in 23 quarters. The position peaked at $488K in Q3 2018. 139 funds tracked by Wall St. Rank hold AIVL as of Q2 2019.

Ancora Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2019 after selling out during the quarter.
Ancora Advisors sold 5,400 WisdomTree US AI Enhanced Value Fund shares in Q2 2019, an estimated $462K.
Ancora Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and held it in 23 quarters.
Ancora Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $488K in Q3 2018.
139 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2019.

Based on Ancora Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.