BB&T Securities’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

BB&T Securities’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
2019 Q3	$501K	Buy	5,737 +31	+0.5%	+$2.66K	﹤0.01%	1105
2019 Q2	$489K	Buy	5,706 +69	+1%	+$5.86K	﹤0.01%	1111
2019 Q1	$481K	Buy	5,637 +1,086	+24%	+$90.4K	﹤0.01%	1089
2018 Q4	$350K	Buy	4,551 +54	+1%	+$4.56K	﹤0.01%	1119
2018 Q3	$406K	Buy	4,497 +376	+9%	+$33.8K	﹤0.01%	1184
2018 Q2	$358K	Buy	4,121 +34	+0.8%	+$2.93K	﹤0.01%	1205
2018 Q1	$345K	Sell	4,087 -473	-10%	-$41.8K	﹤0.01%	1178
2017 Q4	$403K	Buy	4,560 +60	+1%	+$5.19K	0.01%	1072
2017 Q3	$379K	Hold	4,500	–	–	0.01%	1070
2017 Q2	$370K	Hold	4,500	–	–	0.01%	1075
2017 Q1	$371K	Hold	4,500	–	–	0.01%	982
2016 Q4	$353K	Hold	4,500	–	–	0.01%	956
2016 Q3	$353K	Hold	4,500	–	–	0.01%	956
2016 Q2	$347K	Hold	4,500	–	–	0.01%	930
2016 Q1	$339K	Sell	4,500 -1,500	-25%	-$105K	0.01%	902
2015 Q4	$421K	Hold	6,000	–	–	0.01%	784
2015 Q3	$403K	Sell	6,000 -919	-13%	-$65.4K	0.01%	766
2015 Q2	$508K	Hold	6,919	–	–	0.01%	733
2015 Q1	$525K	Hold	6,919	–	–	0.01%	695
2014 Q4	$531K	Buy	+6,919	New	+$518K	0.01%	689

Other funds holding AIVL

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

JIP

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

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

BB&T Securities's AIVL Position: Q3 2019 in Review

BB&T Securities increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.54% in Q3 2019, buying an estimated $2.66K and bringing the position to 5,737 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

BB&T Securities first reported a position in AIVL in Q4 2014 and has held it in 20 quarters since. The position peaked at $531K in Q4 2014. 132 funds tracked by Wall St. Rank hold AIVL as of Q3 2019.

BB&T Securities held 5,737 shares of WisdomTree US AI Enhanced Value Fund worth $501K as of Q3 2019.
BB&T Securities bought 31 WisdomTree US AI Enhanced Value Fund shares in Q3 2019, an estimated $2.66K.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1105 holding.
BB&T Securities first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2014 and has held it in 20 quarters since.
BB&T Securities's WisdomTree US AI Enhanced Value Fund position peaked at $531K in Q4 2014.
132 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.