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Atria Investments’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Atria Investments’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
2020
Q3 		– Sell
-36,511
Closed -$2.69M – 581
2020
Q2 		$2.69M Buy
36,511
+8,362
+30% +$598K 0.09% 255
2020
Q1 		$1.82M Buy
28,149
+3,622
+15% +$301K 0.14% 147
2019
Q4 		$2.27M Sell
24,527
-281
-1% -$25.1K 0.06% 268
2019
Q3 		$2.17M Buy
24,808
+739
+3% +$63.3K 0.08% 217
2019
Q2 		$2M Buy
24,069
+1,952
+9% +$166K 0.07% 227
2019
Q1 		$1.89M Buy
+22,117
New +$1.84M 0.08% 220

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's AIVL Position: Q3 2020 in Review

Atria Investments sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2020, closing a stake of 36,511 shares — an estimated $2.69M sold.

Atria Investments first reported a position in AIVL in Q1 2019 and held it in 6 quarters. The position peaked at $2.69M in Q2 2020. 124 funds tracked by Wall St. Rank hold AIVL as of Q3 2020.

  • Atria Investments reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2020 after selling out during the quarter.
  • Atria Investments sold 36,511 WisdomTree US AI Enhanced Value Fund shares in Q3 2020, an estimated $2.69M.
  • Atria Investments first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2019 and held it in 6 quarters.
  • Atria Investments's WisdomTree US AI Enhanced Value Fund position peaked at $2.69M in Q2 2020.
  • 124 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2020.

Based on Atria Investments's 13F filing for Q3 2020, filed 5 Nov 2020.