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Baird’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Baird’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
Q4 		– Sell
-20,780
Closed -$973K – 1270
2014
Q3 		$973K Buy
+20,780
New +$1.03M 0.01% 664

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird's AIVI Position: Q4 2014 in Review

Baird sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2014, closing a stake of 20,780 shares — an estimated $973K sold.

Baird first reported a position in AIVI in Q3 2014 and held it in 1 quarter. The position peaked at $973K in Q3 2014. 64 funds tracked by Wall St. Rank hold AIVI as of Q4 2014.

  • Baird reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2014 after selling out during the quarter.
  • Baird sold 20,780 WisdomTree International AI Enhanced Value Fund shares in Q4 2014, an estimated $973K.
  • Baird first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2014 and held it in 1 quarter.
  • Baird's WisdomTree International AI Enhanced Value Fund position peaked at $973K in Q3 2014.
  • 64 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2014.

Based on Baird's 13F filing for Q4 2014, filed 12 Feb 2015.