Atherton Lane Advisers’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$664K	Hold	9,445	–	–	0.04%	131
2015 Q3	$635K	Hold	9,445	–	–	0.04%	132
2015 Q2	$695K	Sell	9,445 -1,400	-13%	-$107K	0.04%	128
2015 Q1	$823K	Sell	10,845 -160	-1%	-$12.2K	0.04%	137
2014 Q4	$844K	Sell	11,005 -270	-2%	-$20.2K	0.05%	140
2014 Q3	$828K	Buy	11,275 +1,390	+14%	+$102K	0.05%	145
2014 Q2	$731K	Buy	+9,885	New	+$711K	0.04%	154

Other funds holding AIVL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return