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 $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return