Cutler Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Cutler Group’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
2016 Q3	–	Sell	-1,788	Closed	-$141K	–	6575
2016 Q2	$137K	Sell	1,788 -500	-22%	-$37.6K	0.01%	1417
2016 Q1	$172K	Sell	2,288 -100	-4%	-$7.03K	0.01%	1124
2015 Q4	$167K	Buy	+2,388	New	+$170K	0.01%	1331

Other funds holding AIVL

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Cutler Group's AIVL Position: Q3 2016 in Review

Cutler Group sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2016, closing a stake of 1,788 shares — an estimated $141K sold.

Cutler Group first reported a position in AIVL in Q4 2015 and held it in 3 quarters. The position peaked at $172K in Q1 2016. 115 funds tracked by Wall St. Rank hold AIVL as of Q3 2016.

Cutler Group reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2016 after selling out during the quarter.
Cutler Group sold 1,788 WisdomTree US AI Enhanced Value Fund shares in Q3 2016, an estimated $141K.
Cutler Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2015 and held it in 3 quarters.
Cutler Group's WisdomTree US AI Enhanced Value Fund position peaked at $172K in Q1 2016.
115 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2016.

Based on Cutler Group's 13F filing for Q3 2016, filed 11 Oct 2016.