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Asset Planning Services (Pennsylvania)’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q3 		– Sell
-35
Closed -$1K – 298
2017
Q2 		$1K Buy
+35
New +$1.43K ﹤0.01% 286

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s AIVI Position: Q3 2017 in Review

Asset Planning Services (Pennsylvania) sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2017, closing a stake of 35 shares — an estimated $1K sold.

Asset Planning Services (Pennsylvania) first reported a position in AIVI in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 47 funds tracked by Wall St. Rank hold AIVI as of Q3 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 35 WisdomTree International AI Enhanced Value Fund shares in Q3 2017, an estimated $1K.
  • Asset Planning Services (Pennsylvania) first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2017 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s WisdomTree International AI Enhanced Value Fund position peaked at $1K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2017, filed 30 Nov 2017.