Bedel Financial Consulting’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-3,400	Closed	-$136K	–	216
2022 Q1	$136K	Buy	3,400 +10	+0.3%	+$413	0.04%	230
2021 Q4	$142K	Buy	3,390 +17	+0.5%	+$702	0.04%	226
2021 Q3	$137K	Buy	3,373 +55	+2%	+$2.38K	0.05%	222
2021 Q2	$144K	Buy	3,318 +25	+0.8%	+$1.1K	0.05%	216
2021 Q1	$140K	Buy	3,293 +20	+0.6%	+$842	0.05%	215
2020 Q4	$132K	Buy	3,273 +17	+0.5%	+$649	0.06%	191
2020 Q3	$117K	Buy	3,256 +25	+0.8%	+$918	0.06%	188
2020 Q2	$115K	Buy	3,231 +25	+0.8%	+$848	0.06%	180
2020 Q1	$101K	Buy	+3,206	New	+$123K	0.07%	174

Other funds holding AIVI

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bedel Financial Consulting's AIVI Position: Q2 2022 in Review

Bedel Financial Consulting sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2022, closing a stake of 3,400 shares — an estimated $136K sold.

Bedel Financial Consulting first reported a position in AIVI in Q1 2020 and held it in 9 quarters. The position peaked at $144K in Q2 2021. 39 funds tracked by Wall St. Rank hold AIVI as of Q2 2022.

Bedel Financial Consulting reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 3,400 WisdomTree International AI Enhanced Value Fund shares in Q2 2022, an estimated $136K.
Bedel Financial Consulting first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2020 and held it in 9 quarters.
Bedel Financial Consulting's WisdomTree International AI Enhanced Value Fund position peaked at $144K in Q2 2021.
39 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.