CAN
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Claraphi Advisory Network’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-200
Closed -$6K – 310
2020
Q1 		$6K Buy
+200
New +$7.68K ﹤0.01% 841

Other funds holding AIVI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Claraphi Advisory Network's AIVI Position: Q2 2020 in Review

Claraphi Advisory Network sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2020, closing a stake of 200 shares — an estimated $6K sold.

Claraphi Advisory Network first reported a position in AIVI in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 39 funds tracked by Wall St. Rank hold AIVI as of Q2 2020.

  • Claraphi Advisory Network reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 200 WisdomTree International AI Enhanced Value Fund shares in Q2 2020, an estimated $6K.
  • Claraphi Advisory Network first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's WisdomTree International AI Enhanced Value Fund position peaked at $6K in Q1 2020.
  • 39 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.