Creative Financial Designs’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Creative Financial Designs’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
2024 Q4	–	Sell	-300	Closed	-$13.1K	–	1791
2024 Q3	$13.1K	Hold	300	–	–	﹤0.01%	1128
2024 Q2	$11.8K	Hold	300	–	–	﹤0.01%	1108
2024 Q1	$12.3K	Hold	300	–	–	﹤0.01%	1083
2023 Q4	$12.1K	Hold	300	–	–	﹤0.01%	1030
2023 Q3	$11.3K	Hold	300	–	–	﹤0.01%	992
2023 Q2	$11.7K	Hold	300	–	–	﹤0.01%	969
2023 Q1	$11.7K	Hold	300	–	–	﹤0.01%	924
2022 Q4	$10.8K	Hold	300	–	–	﹤0.01%	886
2022 Q3	$9K	Hold	300	–	–	﹤0.01%	903
2022 Q2	$11K	Buy	+300	New	+$11.6K	﹤0.01%	842
2022 Q1	–	Sell	-300	Closed	-$13K	–	1247
2021 Q4	$13K	Hold	300	–	–	﹤0.01%	847
2021 Q3	$12K	Hold	300	–	–	﹤0.01%	966
2021 Q2	$13K	Hold	300	–	–	﹤0.01%	952
2021 Q1	$13K	Hold	300	–	–	﹤0.01%	874
2020 Q4	$12K	Hold	300	–	–	﹤0.01%	818
2020 Q3	$11K	Hold	300	–	–	﹤0.01%	779
2020 Q2	$11K	Buy	+300	New	+$10.2K	﹤0.01%	722

Other funds holding AIVI

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Creative Financial Designs's AIVI Position: Q4 2024 in Review

Creative Financial Designs sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2024, closing a stake of 300 shares — an estimated $13.1K sold.

Creative Financial Designs first reported a position in AIVI in Q2 2020 and held it in 17 quarters. The position peaked at $13.1K in Q3 2024. 31 funds tracked by Wall St. Rank hold AIVI as of Q4 2024.

Creative Financial Designs reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2024 after selling out during the quarter.
Creative Financial Designs sold 300 WisdomTree International AI Enhanced Value Fund shares in Q4 2024, an estimated $13.1K.
Creative Financial Designs first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2020 and held it in 17 quarters.
Creative Financial Designs's WisdomTree International AI Enhanced Value Fund position peaked at $13.1K in Q3 2024.
31 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.