Burt Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Burt Wealth Advisors’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 Q1	–	Sell	-1,124	Closed	-$94K	–	99
2020 Q4	$94K	Hold	1,124	–	–	0.03%	136
2020 Q3	$85K	Hold	1,124	–	–	0.03%	135
2020 Q2	$83K	Hold	1,124	–	–	0.03%	133
2020 Q1	$73K	Hold	1,124	–	–	0.03%	134
2019 Q4	$104K	Hold	1,124	–	–	0.04%	123
2019 Q3	$98K	Hold	1,124	–	–	0.04%	125
2019 Q2	$96K	Hold	1,124	–	–	0.04%	126
2019 Q1	$96K	Hold	1,124	–	–	0.04%	125
2018 Q4	$87K	Hold	1,124	–	–	0.04%	133
2018 Q3	$102K	Hold	1,124	–	–	0.05%	133
2018 Q2	$98K	Hold	1,124	–	–	0.05%	128
2018 Q1	$95K	Hold	1,124	–	–	0.05%	129
2017 Q4	$99K	Hold	1,124	–	–	0.06%	126
2017 Q3	$95K	Hold	1,124	–	–	0.06%	129
2017 Q2	$92K	Hold	1,124	–	–	0.06%	123
2017 Q1	$93K	Hold	1,124	–	–	0.07%	115
2016 Q4	$90K	Hold	1,124	–	–	0.08%	122
2016 Q3	$88K	Hold	1,124	–	–	0.09%	111
2016 Q2	$86K	Hold	1,124	–	–	0.1%	109
2016 Q1	$85K	Hold	1,124	–	–	0.08%	120
2015 Q4	$79K	Hold	1,124	–	–	0.06%	117
2015 Q3	$75K	Hold	1,124	–	–	0.09%	109
2015 Q2	$83K	Hold	1,124	–	–	0.09%	117
2015 Q1	$85K	Hold	1,124	–	–	0.09%	103
2014 Q4	$86K	Buy	+1,124	New	+$84.1K	0.09%	105

Other funds holding AIVL

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIP

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

Burt Wealth Advisors's AIVL Position: Q1 2021 in Review

Burt Wealth Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2021, closing a stake of 1,124 shares — an estimated $94K sold.

Burt Wealth Advisors first reported a position in AIVL in Q4 2014 and held it in 25 quarters. The position peaked at $104K in Q4 2019. 129 funds tracked by Wall St. Rank hold AIVL as of Q1 2021.

Burt Wealth Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 1,124 WisdomTree US AI Enhanced Value Fund shares in Q1 2021, an estimated $94K.
Burt Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $104K in Q4 2019.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.