Cordasco Financial Network’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Cordasco Financial Network’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
2020 Q2	–	Sell	-121	Closed	-$8K	–	491
2020 Q1	$8K	Hold	121	–	–	0.01%	274
2019 Q4	$11K	Hold	121	–	–	0.01%	268
2019 Q3	$11K	Hold	121	–	–	0.01%	275
2019 Q2	$10K	Hold	121	–	–	0.01%	281
2019 Q1	$10K	Hold	121	–	–	0.01%	301
2018 Q4	$9K	Hold	121	–	–	0.01%	249
2018 Q3	$11K	Buy	+121	New	+$10.9K	0.01%	227

Other funds holding AIVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cordasco Financial Network's AIVL Position: Q2 2020 in Review

Cordasco Financial Network sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2020, closing a stake of 121 shares — an estimated $8K sold.

Cordasco Financial Network first reported a position in AIVL in Q3 2018 and held it in 7 quarters. The position peaked at $11K in Q4 2019. 133 funds tracked by Wall St. Rank hold AIVL as of Q2 2020.

Cordasco Financial Network reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2020 after selling out during the quarter.
Cordasco Financial Network sold 121 WisdomTree US AI Enhanced Value Fund shares in Q2 2020, an estimated $8K.
Cordasco Financial Network first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2018 and held it in 7 quarters.
Cordasco Financial Network's WisdomTree US AI Enhanced Value Fund position peaked at $11K in Q4 2019.
133 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2020.

Based on Cordasco Financial Network's 13F filing for Q2 2020, filed 13 Jul 2020.