APP
AIVL icon

Avantax Planning Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-337
Closed -$30K – 303
2018
Q3 		$30K Buy
+337
New +$30.3K ﹤0.01% 606
2018
Q2 		– Sell
-337
Closed -$28K – 272
2018
Q1 		$28K Buy
+337
New +$29.8K ﹤0.01% 662

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Avantax Planning Partners's AIVL Position: Q4 2018 in Review

Avantax Planning Partners sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2018, closing a stake of 337 shares — an estimated $30K sold.

Avantax Planning Partners first reported a position in AIVL in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 139 funds tracked by Wall St. Rank hold AIVL as of Q4 2018.

  • Avantax Planning Partners reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 337 WisdomTree US AI Enhanced Value Fund shares in Q4 2018, an estimated $30K.
  • Avantax Planning Partners first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's WisdomTree US AI Enhanced Value Fund position peaked at $30K in Q3 2018.
  • 139 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.