Federation des caisses Desjardins du Quebec’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Federation des caisses Desjardins du Quebec’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	-200	Closed	-$18.5K	–	2221
2019 Q4	$18.5K	Hold	200	–	–	﹤0.01%	1747
2019 Q3	$17.5K	Hold	200	–	–	﹤0.01%	1699
2019 Q2	$17.2K	Sell	200 -4,500	-96%	-$382K	﹤0.01%	1721
2019 Q1	$402K	Hold	4,700	–	–	0.01%	786
2018 Q4	$362K	Buy	4,700 +4,500	+2,250%	+$380K	0.01%	786
2018 Q3	$18.1K	Hold	200	–	–	﹤0.01%	1581
2018 Q2	$17.4K	Hold	200	–	–	﹤0.01%	1605
2018 Q1	$16.9K	Hold	200	–	–	﹤0.01%	1596
2017 Q4	$17.7K	Hold	200	–	–	﹤0.01%	1598
2017 Q3	$16.9K	Hold	200	–	–	﹤0.01%	1565
2017 Q2	$16.5K	Hold	200	–	–	﹤0.01%	1622
2017 Q1	$16.5K	Buy	+200	New	+$16.4K	﹤0.01%	1330

Other funds holding AIVL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BSAM

Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's AIVL Position: Q1 2020 in Review

Federation des caisses Desjardins du Quebec sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2020, closing a stake of 200 shares — an estimated $18.5K sold.

Federation des caisses Desjardins du Quebec first reported a position in AIVL in Q1 2017 and held it in 12 quarters. The position peaked at $402K in Q1 2019. 134 funds tracked by Wall St. Rank hold AIVL as of Q1 2020.

Federation des caisses Desjardins du Quebec reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2020 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 200 WisdomTree US AI Enhanced Value Fund shares in Q1 2020, an estimated $18.5K.
Federation des caisses Desjardins du Quebec first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2017 and held it in 12 quarters.
Federation des caisses Desjardins du Quebec's WisdomTree US AI Enhanced Value Fund position peaked at $402K in Q1 2019.
134 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2020.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2020, filed 30 Aug 2024.