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

Barclays’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
2021 Q4	–	Sell	-28	Closed	-$3K	–	4102
2021 Q3	$3K	Sell	28 -74	-73%	-$7.19K	﹤0.01%	4634
2021 Q2	$10K	Buy	+102	New	+$9.98K	﹤0.01%	4620

Other funds holding AIVL

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

JIP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Barclays's AIVL Position: Q4 2021 in Review

Barclays sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2021, closing a stake of 28 shares — an estimated $3K sold.

Barclays first reported a position in AIVL in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 141 funds tracked by Wall St. Rank hold AIVL as of Q4 2021.

Barclays reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2021 after selling out during the quarter.
Barclays sold 28 WisdomTree US AI Enhanced Value Fund shares in Q4 2021, an estimated $3K.
Barclays first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2021 and held it in 2 quarters.
Barclays's WisdomTree US AI Enhanced Value Fund position peaked at $10K in Q2 2021.
141 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.