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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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
XS
XML Securities Bethesda, Maryland $80.6M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return