Avior Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Avior Wealth Management’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 Q2	–	Sell	-306	Closed	-$26K	–	769
2018 Q1	$26K	Buy	+306	New	+$27K	0.01%	526

Other funds holding AIVL

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

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

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

HCP

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

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

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

Avior Wealth Management's AIVL Position: Q2 2018 in Review

Avior Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2018, closing a stake of 306 shares — an estimated $26K sold.

Avior Wealth Management first reported a position in AIVL in Q1 2018 and held it in 1 quarter. The position peaked at $26K in Q1 2018. 131 funds tracked by Wall St. Rank hold AIVL as of Q2 2018.

Avior Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2018 after selling out during the quarter.
Avior Wealth Management sold 306 WisdomTree US AI Enhanced Value Fund shares in Q2 2018, an estimated $26K.
Avior Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2018 and held it in 1 quarter.
Avior Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $26K in Q1 2018.
131 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2018.

Based on Avior Wealth Management's 13F filing for Q2 2018, filed 16 Aug 2018.