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Avantax Advisory Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Avantax Advisory Services’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
Q4 		– Sell
-3,982
Closed -$299K – 940
2020
Q3 		$299K Buy
+3,982
New +$303K ﹤0.01% 1020

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
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

Avantax Advisory Services sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2020, closing a stake of 3,982 shares — an estimated $299K sold.

Avantax Advisory Services first reported a position in AIVL in Q3 2020 and held it in 1 quarter. The position peaked at $299K in Q3 2020. 130 funds tracked by Wall St. Rank hold AIVL as of Q4 2020.

  • Avantax Advisory Services reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 3,982 WisdomTree US AI Enhanced Value Fund shares in Q4 2020, an estimated $299K.
  • Avantax Advisory Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's WisdomTree US AI Enhanced Value Fund position peaked at $299K in Q3 2020.
  • 130 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2020.

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