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

Capital 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
2018
Q2 		– Sell
-23,355
Closed -$1.97M – 39
2018
Q1 		$1.97M Sell
23,355
-105
-0.4% -$9.27K 1.85% 19
2017
Q4 		$2.07M Buy
+23,460
New +$2.03M 1.79% 16

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Wealth Management's AIVL Position: Q2 2018 in Review

Capital Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2018, closing a stake of 23,355 shares — an estimated $1.97M sold.

Capital Wealth Management first reported a position in AIVL in Q4 2017 and held it in 2 quarters. The position peaked at $2.07M in Q4 2017. 131 funds tracked by Wall St. Rank hold AIVL as of Q2 2018.

  • Capital Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2018 after selling out during the quarter.
  • Capital Wealth Management sold 23,355 WisdomTree US AI Enhanced Value Fund shares in Q2 2018, an estimated $1.97M.
  • Capital Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 2 quarters.
  • Capital Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $2.07M in Q4 2017.
  • 131 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2018.

Based on Capital Wealth Management's 13F filing for Q2 2018, filed 30 Jul 2018.