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Azzad Asset Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Azzad Asset Management’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
2014
Q1 		– Sell
-4,346
Closed -$207K – 263
2013
Q4 		$207K Buy
+4,346
New +$203K 0.15% 238

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FBT
Founders Bank & Trust Grand Rapids, Michigan $190M AUM 7.04% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Azzad Asset Management's AIVI Position: Q1 2014 in Review

Azzad Asset Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2014, closing a stake of 4,346 shares — an estimated $207K sold.

Azzad Asset Management first reported a position in AIVI in Q4 2013 and held it in 1 quarter. The position peaked at $207K in Q4 2013. 56 funds tracked by Wall St. Rank hold AIVI as of Q1 2014.

  • Azzad Asset Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2014 after selling out during the quarter.
  • Azzad Asset Management sold 4,346 WisdomTree International AI Enhanced Value Fund shares in Q1 2014, an estimated $207K.
  • Azzad Asset Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2013 and held it in 1 quarter.
  • Azzad Asset Management's WisdomTree International AI Enhanced Value Fund position peaked at $207K in Q4 2013.
  • 56 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2014.

Based on Azzad Asset Management's 13F filing for Q1 2014, filed 3 Apr 2024.