Avantax Advisory Services’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Avantax Advisory Services’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
2020 Q4	–	Sell	-32,330	Closed	-$1.16M	–	939
2020 Q3	$1.16M	Buy	32,330 +22,146	+217%	+$814K	0.02%	498
2020 Q2	$363K	Sell	10,184 -20	-0.2%	-$678	0.01%	573
2020 Q1	$321K	Buy	10,204 +907	+10%	+$34.8K	0.01%	555
2019 Q4	$397K	Buy	+9,297	New	+$388K	0.01%	548

Other funds holding AIVI

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

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

TCM

Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Avantax Advisory Services's AIVI Position: Q4 2020 in Review

Avantax Advisory Services sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2020, closing a stake of 32,330 shares — an estimated $1.16M sold.

Avantax Advisory Services first reported a position in AIVI in Q4 2019 and held it in 4 quarters. The position peaked at $1.16M in Q3 2020. 41 funds tracked by Wall St. Rank hold AIVI as of Q4 2020.

Avantax Advisory Services reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 32,330 WisdomTree International AI Enhanced Value Fund shares in Q4 2020, an estimated $1.16M.
Avantax Advisory Services first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2019 and held it in 4 quarters.
Avantax Advisory Services's WisdomTree International AI Enhanced Value Fund position peaked at $1.16M in Q3 2020.
41 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.