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Bingham Osborn & Scarborough’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Bingham Osborn & Scarborough’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
-3,924
Closed -$369K – 10
2021
Q3 		$369K Hold
3,924
– – 0.03% 115
2021
Q2 		$382K Hold
3,924
– – 0.03% 112
2021
Q1 		$370K Buy
+3,924
New +$348K 0.03% 105

Other funds holding AIVL

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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

Bingham Osborn & Scarborough's AIVL Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2021, closing a stake of 3,924 shares — an estimated $369K sold.

Bingham Osborn & Scarborough first reported a position in AIVL in Q1 2021 and held it in 3 quarters. The position peaked at $382K in Q2 2021. 141 funds tracked by Wall St. Rank hold AIVL as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 3,924 WisdomTree US AI Enhanced Value Fund shares in Q4 2021, an estimated $369K.
  • Bingham Osborn & Scarborough first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2021 and held it in 3 quarters.
  • Bingham Osborn & Scarborough's WisdomTree US AI Enhanced Value Fund position peaked at $382K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.