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Clearwater Capital Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Clearwater Capital Advisors’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
Q2 		– Sell
-2,312
Closed -$100K – 193
2018
Q1 		$100K Buy
+2,312
New +$102K 0.02% 231

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UBS Group
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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 $1.13B AUM 27.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearwater Capital Advisors's AIVI Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2018, closing a stake of 2,312 shares — an estimated $100K sold.

Clearwater Capital Advisors first reported a position in AIVI in Q1 2018 and held it in 1 quarter. The position peaked at $100K in Q1 2018. 49 funds tracked by Wall St. Rank hold AIVI as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 2,312 WisdomTree International AI Enhanced Value Fund shares in Q2 2018, an estimated $100K.
  • Clearwater Capital Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $100K in Q1 2018.
  • 49 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.