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BKM Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

BKM Wealth Management’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
2024
Q1 		– Sell
-53,218
Closed -$95.3K – 201
2023
Q4 		$95.3K Buy
+53,218
New +$2.04M 0.04% 203

Other funds holding AIVI

BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BKM Wealth Management's AIVI Position: Q1 2024 in Review

BKM Wealth Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2024, closing a stake of 53,218 shares — an estimated $95.3K sold.

BKM Wealth Management first reported a position in AIVI in Q4 2023 and held it in 1 quarter. The position peaked at $95.3K in Q4 2023. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2024.

  • BKM Wealth Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 53,218 WisdomTree International AI Enhanced Value Fund shares in Q1 2024, an estimated $95.3K.
  • BKM Wealth Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's WisdomTree International AI Enhanced Value Fund position peaked at $95.3K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.