AssetMark Inc
AIVL icon

AssetMark Inc’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

AssetMark Inc’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
2017
Q1 		– Sell
-67
Closed -$5K – 1263
2016
Q4 		$5K Buy
+67
New +$5.28K ﹤0.01% 1032

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JMPWA
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HCP
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JIP
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JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

AssetMark Inc's AIVL Position: Q1 2017 in Review

AssetMark Inc sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2017, closing a stake of 67 shares — an estimated $5K sold.

AssetMark Inc first reported a position in AIVL in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 122 funds tracked by Wall St. Rank hold AIVL as of Q1 2017.

  • AssetMark Inc reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2017 after selling out during the quarter.
  • AssetMark Inc sold 67 WisdomTree US AI Enhanced Value Fund shares in Q1 2017, an estimated $5K.
  • AssetMark Inc first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2016 and held it in 1 quarter.
  • AssetMark Inc's WisdomTree US AI Enhanced Value Fund position peaked at $5K in Q4 2016.
  • 122 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2017.

Based on AssetMark Inc's 13F filing for Q1 2017, filed 9 May 2017.