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Faithward Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Faithward Advisors’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
Q3 		– Sell
-105
Closed -$8K – 216
2020
Q2 		$8K Hold
105
– – ﹤0.01% 195
2020
Q1 		$7K Hold
105
– – ﹤0.01% 223
2019
Q4 		$10K Buy
+105
New +$9.37K ﹤0.01% 224

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Faithward Advisors's AIVL Position: Q3 2020 in Review

Faithward Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2020, closing a stake of 105 shares — an estimated $8K sold.

Faithward Advisors first reported a position in AIVL in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 124 funds tracked by Wall St. Rank hold AIVL as of Q3 2020.

  • Faithward Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2020 after selling out during the quarter.
  • Faithward Advisors sold 105 WisdomTree US AI Enhanced Value Fund shares in Q3 2020, an estimated $8K.
  • Faithward Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2019 and held it in 3 quarters.
  • Faithward Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $10K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2020.

Based on Faithward Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.