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Creative Financial Designs’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Creative Financial Designs’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
2022
Q2 		– Sell
-300
Closed -$12K – 1232
2022
Q1 		$12K Buy
+300
New +$29.6K ﹤0.01% 862

Other funds holding AIVL

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Creative Financial Designs's AIVL Position: Q2 2022 in Review

Creative Financial Designs sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2022, closing a stake of 300 shares — an estimated $12K sold.

Creative Financial Designs first reported a position in AIVL in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 125 funds tracked by Wall St. Rank hold AIVL as of Q2 2022.

  • Creative Financial Designs reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2022 after selling out during the quarter.
  • Creative Financial Designs sold 300 WisdomTree US AI Enhanced Value Fund shares in Q2 2022, an estimated $12K.
  • Creative Financial Designs first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2022 and held it in 1 quarter.
  • Creative Financial Designs's WisdomTree US AI Enhanced Value Fund position peaked at $12K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2022.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.