AC
AIVL icon

Apella Capital’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Apella Capital’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
2024
Q2 		– Sell
-4,600
Closed -$464K – 310
2024
Q1 		$464K Hold
4,600
– – 0.02% 194
2023
Q4 		$438K Buy
+4,600
New +$414K 0.02% 199

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

Apella Capital's AIVL Position: Q2 2024 in Review

Apella Capital sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2024, closing a stake of 4,600 shares — an estimated $464K sold.

Apella Capital first reported a position in AIVL in Q4 2023 and held it in 2 quarters. The position peaked at $464K in Q1 2024. 116 funds tracked by Wall St. Rank hold AIVL as of Q2 2024.

  • Apella Capital reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2024 after selling out during the quarter.
  • Apella Capital sold 4,600 WisdomTree US AI Enhanced Value Fund shares in Q2 2024, an estimated $464K.
  • Apella Capital first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2023 and held it in 2 quarters.
  • Apella Capital's WisdomTree US AI Enhanced Value Fund position peaked at $464K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2024.

Based on Apella Capital's 13F filing for Q2 2024, filed 10 Jul 2024.