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Concert Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-6,434
Closed -$239K – 162
2017
Q1 		$239K Hold
6,434
– – 0.05% 411
2016
Q4 		$239K Sell
6,434
-45
-0.7% -$1.68K 0.05% 415
2016
Q3 		$254K Buy
6,479
+145
+2% +$5.6K 0.03% 546
2016
Q2 		$239K Hold
6,334
– – 0.03% 538
2016
Q1 		$241K Buy
6,334
+255
+4% +$9.36K 0.03% 534
2015
Q4 		$230K Sell
6,079
-640
-10% -$25.3K 0.03% 555
2015
Q3 		$255K Hold
6,719
– – 0.03% 528
2015
Q2 		$285K Buy
+6,719
New +$305K 0.04% 519
2015
Q1 		– Sell
-6,601
Closed -$287K – 491
2014
Q4 		$287K Buy
6,601
+294
+5% +$13.2K 0.04% 472
2014
Q3 		$295K Sell
6,307
-956
-13% -$47.3K 0.04% 392
2014
Q2 		$351K Sell
7,263
-483
-6% -$24.4K 0.04% 377
2014
Q1 		$378K Sell
7,746
-1,180
-13% -$56.3K 0.05% 346
2013
Q4 		$428K Sell
8,926
-596
-6% -$27.8K 0.05% 299
2013
Q3 		$433K Sell
9,522
-3,997
-30% -$172K 0.06% 284
2013
Q2 		$543K Buy
+13,519
New +$580K 0.08% 207

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return

Concert Wealth Management's AIVI Position: Q2 2017 in Review

Concert Wealth Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2017, closing a stake of 6,434 shares — an estimated $239K sold.

Concert Wealth Management first reported a position in AIVI in Q2 2013 and held it in 15 quarters. The position peaked at $543K in Q2 2013. 49 funds tracked by Wall St. Rank hold AIVI as of Q2 2017.

  • Concert Wealth Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,434 WisdomTree International AI Enhanced Value Fund shares in Q2 2017, an estimated $239K.
  • Concert Wealth Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2013 and held it in 15 quarters.
  • Concert Wealth Management's WisdomTree International AI Enhanced Value Fund position peaked at $543K in Q2 2013.
  • 49 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.