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Andrew Hill Investment Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Andrew Hill Investment 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
2022
Q1 		– Sell
-28
Closed -$2K – 52
2021
Q4 		$2K Buy
+28
New +$2.73K ﹤0.01% 194

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SL
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Andrew Hill Investment Advisors's AIVL Position: Q1 2022 in Review

Andrew Hill Investment Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2022, closing a stake of 28 shares — an estimated $2K sold.

Andrew Hill Investment Advisors first reported a position in AIVL in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 131 funds tracked by Wall St. Rank hold AIVL as of Q1 2022.

  • Andrew Hill Investment Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2022 after selling out during the quarter.
  • Andrew Hill Investment Advisors sold 28 WisdomTree US AI Enhanced Value Fund shares in Q1 2022, an estimated $2K.
  • Andrew Hill Investment Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2021 and held it in 1 quarter.
  • Andrew Hill Investment Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $2K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2022.

Based on Andrew Hill Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.