Cetera Advisor Networks’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Cetera Advisor Networks’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
2023 Q2	–	Sell	-5,382	Closed	-$209K	–	2605
2023 Q1	$209K	Buy	+5,382	New	+$207K	﹤0.01%	2295
2022 Q3	–	Sell	-6,820	Closed	-$243K	–	2090
2022 Q2	$243K	Sell	6,820 -1,571	-19%	-$60.5K	﹤0.01%	1731
2022 Q1	$337K	Sell	8,391 -1,343	-14%	-$55.5K	﹤0.01%	1555
2021 Q4	$407K	Sell	9,734 -18,378	-65%	-$759K	0.01%	1406
2021 Q3	$1.15M	Sell	28,112 -66	-0.2%	-$2.85K	0.02%	774
2021 Q2	$1.22M	Buy	28,178 +2,110	+8%	+$92.6K	0.02%	734
2021 Q1	$1.11M	Sell	26,068 -23,879	-48%	-$1.01M	0.02%	555
2020 Q4	$2.02M	Sell	49,947 -1,327	-3%	-$50.7K	0.05%	341
2020 Q3	$1.84M	Buy	51,274 +4,340	+9%	+$159K	0.05%	321
2020 Q2	$1.67M	Sell	46,934 -5,921	-11%	-$201K	0.04%	341
2020 Q1	$1.66M	Buy	+52,855	New	+$2.03M	0.05%	286

Other funds holding AIVI

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Advisor Networks's AIVI Position: Q2 2023 in Review

Cetera Advisor Networks sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2023, closing a stake of 5,382 shares — an estimated $209K sold.

Cetera Advisor Networks first reported a position in AIVI in Q1 2020 and held it in 11 quarters. The position peaked at $2.02M in Q4 2020. 30 funds tracked by Wall St. Rank hold AIVI as of Q2 2023.

Cetera Advisor Networks reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2023 after selling out during the quarter.
Cetera Advisor Networks sold 5,382 WisdomTree International AI Enhanced Value Fund shares in Q2 2023, an estimated $209K.
Cetera Advisor Networks first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2020 and held it in 11 quarters.
Cetera Advisor Networks's WisdomTree International AI Enhanced Value Fund position peaked at $2.02M in Q4 2020.
30 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2023.

Based on Cetera Advisor Networks's 13F filing for Q2 2023, filed 10 Aug 2023.