CIBC Private Wealth Group
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CIBC Private Wealth Group’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

CIBC Private Wealth Group’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
2018
Q3 		– Sell
-353
Closed -$15K – 988
2018
Q2 		$15K Buy
353
+6
+2% +$262 ﹤0.01% 1469
2018
Q1 		$15K Buy
347
+4
+1% +$176 ﹤0.01% 1437
2017
Q4 		$15K Buy
+343
New +$14.7K ﹤0.01% 1456

Other funds holding AIVI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's AIVI Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2018, closing a stake of 353 shares — an estimated $15K sold.

CIBC Private Wealth Group first reported a position in AIVI in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 44 funds tracked by Wall St. Rank hold AIVI as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 353 WisdomTree International AI Enhanced Value Fund shares in Q3 2018, an estimated $15K.
  • CIBC Private Wealth Group first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's WisdomTree International AI Enhanced Value Fund position peaked at $15K in Q2 2018.
  • 44 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.