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Clear Point Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Clear Point Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$22.3K – 117
2024
Q3 		$22.3K Hold
200
– – 0.02% 275
2024
Q2 		$20K Hold
200
– – 0.02% 269
2024
Q1 		$20.4K Hold
200
– – 0.02% 276
2023
Q4 		$19.2K Buy
+200
New +$18K 0.02% 271

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clear Point Advisors's AIVL Position: Q4 2024 in Review

Clear Point Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2024, closing a stake of 200 shares — an estimated $22.3K sold.

Clear Point Advisors first reported a position in AIVL in Q4 2023 and held it in 4 quarters. The position peaked at $22.3K in Q3 2024. 117 funds tracked by Wall St. Rank hold AIVL as of Q4 2024.

  • Clear Point Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 200 WisdomTree US AI Enhanced Value Fund shares in Q4 2024, an estimated $22.3K.
  • Clear Point Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $22.3K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.