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Cornerstone Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-31,958
Closed -$375K – 353
2018
Q3 		$375K Sell
31,958
-450
-1% -$40.5K ﹤0.01% 1000
2018
Q2 		$375K Buy
+32,408
New +$2.79M ﹤0.01% 1104

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Cornerstone Wealth Management's AIVL Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2018, closing a stake of 31,958 shares — an estimated $375K sold.

Cornerstone Wealth Management first reported a position in AIVL in Q2 2018 and held it in 2 quarters. The position peaked at $375K in Q3 2018. 139 funds tracked by Wall St. Rank hold AIVL as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 31,958 WisdomTree US AI Enhanced Value Fund shares in Q4 2018, an estimated $375K.
  • Cornerstone Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $375K in Q3 2018.
  • 139 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.