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Doyle Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-145
Closed -$12K – 217
2019
Q2 		$12K Buy
+145
New +$12.3K ﹤0.01% 586
2019
Q1 		– Sell
-145
Closed -$11K – 209
2018
Q4 		$11K Buy
+145
New +$12.3K ﹤0.01% 601

Other funds holding AIVL

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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

Doyle Wealth Management's AIVL Position: Q3 2019 in Review

Doyle Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2019, closing a stake of 145 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in AIVL in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 132 funds tracked by Wall St. Rank hold AIVL as of Q3 2019.

  • Doyle Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 145 WisdomTree US AI Enhanced Value Fund shares in Q3 2019, an estimated $12K.
  • Doyle Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $12K in Q2 2019.
  • 132 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.