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Essex Savings Bank’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-1,800
Closed -$74K – 190
2019
Q2 		$74K Hold
1,800
– – 0.03% 389
2019
Q1 		$74K Hold
1,800
– – 0.04% 251
2018
Q4 		$68K Buy
+1,800
New +$71.4K 0.04% 248

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Essex Savings Bank's AIVI Position: Q3 2019 in Review

Essex Savings Bank sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2019, closing a stake of 1,800 shares — an estimated $74K sold.

Essex Savings Bank first reported a position in AIVI in Q4 2018 and held it in 3 quarters. The position peaked at $74K in Q2 2019. 37 funds tracked by Wall St. Rank hold AIVI as of Q3 2019.

  • Essex Savings Bank reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 1,800 WisdomTree International AI Enhanced Value Fund shares in Q3 2019, an estimated $74K.
  • Essex Savings Bank first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's WisdomTree International AI Enhanced Value Fund position peaked at $74K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.