Clal Insurance’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Clal Insurance’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 Q1	–	Sell	-138,700	Closed	-$6.02M	–	73
2017 Q4	$6.02M	Hold	138,700	–	–	0.16%	38
2017 Q3	$5.92M	Hold	138,700	–	–	0.14%	44
2017 Q2	$5.66M	Hold	138,700	–	–	0.11%	48
2017 Q1	$5.52M	Hold	138,700	–	–	0.11%	46
2016 Q4	$5.23M	Hold	138,700	–	–	0.1%	45
2016 Q3	$5.4M	Hold	138,700	–	–	0.12%	58
2016 Q2	$5.25M	Buy	+138,700	New	+$5.32M	0.13%	65

Other funds holding AIVI

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

XML Securities Bethesda, Maryland $80.6M AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

TCM

Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clal Insurance's AIVI Position: Q1 2018 in Review

Clal Insurance sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2018, closing a stake of 138,700 shares — an estimated $6.02M sold.

Clal Insurance first reported a position in AIVI in Q2 2016 and held it in 7 quarters. The position peaked at $6.02M in Q4 2017. 51 funds tracked by Wall St. Rank hold AIVI as of Q1 2018.

Clal Insurance reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2018 after selling out during the quarter.
Clal Insurance sold 138,700 WisdomTree International AI Enhanced Value Fund shares in Q1 2018, an estimated $6.02M.
Clal Insurance first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2016 and held it in 7 quarters.
Clal Insurance's WisdomTree International AI Enhanced Value Fund position peaked at $6.02M in Q4 2017.
51 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2018.

Based on Clal Insurance's 13F filing for Q1 2018, filed 2 May 2018.