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

Cumberland 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
2014 Q4	–	Sell	-72,520	Closed	-$3.39M	–	68
2014 Q3	$3.39M	Buy	72,520 +9,210	+15%	+$456K	2.24%	16
2014 Q2	$3.21M	Buy	+63,310	New	+$3.19M	2.05%	19

Other funds holding AIVI

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cumberland Advisors's AIVI Position: Q4 2014 in Review

Cumberland Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2014, closing a stake of 72,520 shares — an estimated $3.39M sold.

Cumberland Advisors first reported a position in AIVI in Q2 2014 and held it in 2 quarters. The position peaked at $3.39M in Q3 2014. 64 funds tracked by Wall St. Rank hold AIVI as of Q4 2014.

Cumberland Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2014 after selling out during the quarter.
Cumberland Advisors sold 72,520 WisdomTree International AI Enhanced Value Fund shares in Q4 2014, an estimated $3.39M.
Cumberland Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2014 and held it in 2 quarters.
Cumberland Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $3.39M in Q3 2014.
64 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2014.

Based on Cumberland Advisors's 13F filing for Q4 2014, filed 9 Jan 2015.