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Financial Advocates Investment Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-1,645
Closed -$683K – 758
2022
Q3 		$683K Buy
+1,645
New +$150K 0.06% 334
2021
Q2 		– Sell
-2,886
Closed -$273K – 735
2021
Q1 		$273K Sell
2,886
-2,057
-42% -$182K 0.02% 632
2020
Q4 		$307K Buy
4,943
+1,811
+58% +$146K 0.02% 560
2020
Q3 		$236K Buy
3,132
+73
+2% +$5.56K 0.02% 537
2020
Q2 		$214K Sell
3,059
-89
-3% -$6.37K 0.02% 547
2020
Q1 		$204K Sell
3,148
-160
-5% -$13.3K 0.03% 432
2019
Q4 		$306K Buy
3,308
+46
+1% +$4.1K 0.03% 390
2019
Q3 		$285K Sell
3,262
-753
-19% -$64.5K 0.03% 386
2019
Q2 		$344K Buy
4,015
+33
+0.8% +$2.8K 0.04% 353
2019
Q1 		$340K Buy
3,982
+19
+0.5% +$1.58K 0.04% 341
2018
Q4 		$305K Sell
3,963
-153
-4% -$12.9K 0.04% 332
2018
Q3 		$372K Buy
4,116
+35
+0.9% +$3.15K 0.04% 335
2018
Q2 		$353K Buy
4,081
+42
+1% +$3.62K 0.04% 335
2018
Q1 		$341K Buy
4,039
+70
+2% +$6.18K 0.04% 340
2017
Q4 		$351K Buy
+3,969
New +$343K 0.05% 325

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Financial Advocates Investment Management's AIVL Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2022, closing a stake of 1,645 shares — an estimated $683K sold.

Financial Advocates Investment Management first reported a position in AIVL in Q4 2017 and held it in 15 quarters. The position peaked at $683K in Q3 2022. 125 funds tracked by Wall St. Rank hold AIVL as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,645 WisdomTree US AI Enhanced Value Fund shares in Q4 2022, an estimated $683K.
  • Financial Advocates Investment Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 15 quarters.
  • Financial Advocates Investment Management's WisdomTree US AI Enhanced Value Fund position peaked at $683K in Q3 2022.
  • 125 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.