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Clearwater Capital Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-1,874
Closed -$158K – 194
2018
Q1 		$158K Buy
+1,874
New +$166K 0.03% 192

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JIP
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HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
LWA
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Clearwater Capital Advisors's AIVL Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2018, closing a stake of 1,874 shares — an estimated $158K sold.

Clearwater Capital Advisors first reported a position in AIVL in Q1 2018 and held it in 1 quarter. The position peaked at $158K in Q1 2018. 131 funds tracked by Wall St. Rank hold AIVL as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,874 WisdomTree US AI Enhanced Value Fund shares in Q2 2018, an estimated $158K.
  • Clearwater Capital Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $158K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2018.

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