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Baird’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Baird’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
2015
Q1 		$227K Hold
2,994
– – ﹤0.01% 1186
2014
Q4 		$230K Buy
+2,994
New +$224K ﹤0.01% 1171

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Baird's AIVL Position: Q1 2015 in Review

Baird held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q1 2015 at 2,994 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Baird first reported a position in AIVL in Q4 2014 and has held it in 2 quarters since. The position peaked at $230K in Q4 2014. 115 funds tracked by Wall St. Rank hold AIVL as of Q1 2015.

  • Baird held 2,994 shares of WisdomTree US AI Enhanced Value Fund worth $227K as of Q1 2015.
  • Baird left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q1 2015.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1186 holding.
  • Baird first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2014 and has held it in 2 quarters since.
  • Baird's WisdomTree US AI Enhanced Value Fund position peaked at $230K in Q4 2014.
  • 115 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.