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BKM Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

BKM Wealth Management’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
2024
Q1 		– Sell
-43,577
Closed -$81.1K – 202
2023
Q4 		$81.1K Buy
+43,577
New +$3.92M 0.03% 219

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

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

BKM Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2024, closing a stake of 43,577 shares — an estimated $81.1K sold.

BKM Wealth Management first reported a position in AIVL in Q4 2023 and held it in 1 quarter. The position peaked at $81.1K in Q4 2023. 120 funds tracked by Wall St. Rank hold AIVL as of Q1 2024.

  • BKM Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 43,577 WisdomTree US AI Enhanced Value Fund shares in Q1 2024, an estimated $81.1K.
  • BKM Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $81.1K in Q4 2023.
  • 120 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2024.

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