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EFG Asset Management (Americas)’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

EFG Asset Management (Americas)’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
2015
Q1 		– Sell
-6,500
Closed -$280K – 154
2014
Q4 		$280K Buy
+6,500
New +$292K 0.17% 78

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

EFG Asset Management (Americas)'s AIVI Position: Q1 2015 in Review

EFG Asset Management (Americas) sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2015, closing a stake of 6,500 shares — an estimated $280K sold.

EFG Asset Management (Americas) first reported a position in AIVI in Q4 2014 and held it in 1 quarter. The position peaked at $280K in Q4 2014. 58 funds tracked by Wall St. Rank hold AIVI as of Q1 2015.

  • EFG Asset Management (Americas) reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2015 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 6,500 WisdomTree International AI Enhanced Value Fund shares in Q1 2015, an estimated $280K.
  • EFG Asset Management (Americas) first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2014 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s WisdomTree International AI Enhanced Value Fund position peaked at $280K in Q4 2014.
  • 58 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2015, filed 14 May 2015.