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Dowling & Yahnke’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Dowling & Yahnke’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
2020
Q1 		– Sell
-100
Closed -$9K – 292
2019
Q4 		$9K Buy
+100
New +$8.92K ﹤0.01% 345

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dowling & Yahnke's AIVL Position: Q1 2020 in Review

Dowling & Yahnke sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2020, closing a stake of 100 shares — an estimated $9K sold.

Dowling & Yahnke first reported a position in AIVL in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 135 funds tracked by Wall St. Rank hold AIVL as of Q1 2020.

  • Dowling & Yahnke reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 100 WisdomTree US AI Enhanced Value Fund shares in Q1 2020, an estimated $9K.
  • Dowling & Yahnke first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's WisdomTree US AI Enhanced Value Fund position peaked at $9K in Q4 2019.
  • 135 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.