Bank Hapoalim BM’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Bank Hapoalim BM’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 Q1	–	Sell	-2,306	Closed	-$204K	–	195
2017 Q4	$204K	Sell	2,306 -696	-23%	-$60.2K	0.04%	181
2017 Q3	$253K	Sell	3,002 -615	-17%	-$50.9K	0.06%	188
2017 Q2	$298K	Hold	3,617	–	–	0.07%	168
2017 Q1	$299K	Sell	3,617 -135	-4%	-$11.1K	0.07%	157
2016 Q4	$301K	Hold	3,752	–	–	0.08%	144
2016 Q3	$295K	Hold	3,752	–	–	0.07%	155
2016 Q2	$289K	Hold	3,752	–	–	0.07%	143
2016 Q1	$283K	Hold	3,752	–	–	0.07%	134
2015 Q4	$264K	Sell	3,752 -410	-10%	-$29.2K	0.06%	140
2015 Q3	$280K	Sell	4,162 -317	-7%	-$22.6K	0.07%	137
2015 Q2	$329K	Sell	4,479 -394	-8%	-$30K	0.06%	141
2015 Q1	$370K	Sell	4,873 -681	-12%	-$51.9K	0.07%	127
2014 Q4	$426K	Sell	5,554 -671	-11%	-$50.2K	0.09%	116
2014 Q3	$457K	Sell	6,225 -505	-8%	-$37.1K	0.11%	114
2014 Q2	$497K	Sell	6,730 -689	-9%	-$49.6K	0.12%	102
2014 Q1	$521K	Sell	7,419 -1,085	-13%	-$73.8K	0.14%	86
2013 Q4	$585K	Buy	+8,504	New	+$566K	0.18%	82

Other funds holding AIVL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $849M AUM 27.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LWA

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

Bank Hapoalim BM's AIVL Position: Q1 2018 in Review

Bank Hapoalim BM sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2018, closing a stake of 2,306 shares — an estimated $204K sold.

Bank Hapoalim BM first reported a position in AIVL in Q4 2013 and held it in 17 quarters. The position peaked at $585K in Q4 2013. 134 funds tracked by Wall St. Rank hold AIVL as of Q1 2018.

Bank Hapoalim BM reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2018 after selling out during the quarter.
Bank Hapoalim BM sold 2,306 WisdomTree US AI Enhanced Value Fund shares in Q1 2018, an estimated $204K.
Bank Hapoalim BM first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2013 and held it in 17 quarters.
Bank Hapoalim BM's WisdomTree US AI Enhanced Value Fund position peaked at $585K in Q4 2013.
134 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2018.

Based on Bank Hapoalim BM's 13F filing for Q1 2018, filed 30 Apr 2018.