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Crewe Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Crewe Advisors’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
2019
Q3 		– Sell
-246
Closed -$10K – 217
2019
Q2 		$10K Hold
246
– – ﹤0.01% 210
2019
Q1 		$10K Buy
+246
New +$9.91K ﹤0.01% 180

Other funds holding AIVI

TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Crewe Advisors's AIVI Position: Q3 2019 in Review

Crewe Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2019, closing a stake of 246 shares — an estimated $10K sold.

Crewe Advisors first reported a position in AIVI in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 37 funds tracked by Wall St. Rank hold AIVI as of Q3 2019.

  • Crewe Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2019 after selling out during the quarter.
  • Crewe Advisors sold 246 WisdomTree International AI Enhanced Value Fund shares in Q3 2019, an estimated $10K.
  • Crewe Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2019 and held it in 2 quarters.
  • Crewe Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $10K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2019.

Based on Crewe Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.