Financial Architects (New Jersey)’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Financial Architects (New Jersey)’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	-863	Closed	-$35K	–	999
2019 Q2	$35K	Buy	863 +12	+1%	+$491	0.01%	579
2019 Q1	$35K	Buy	+851	New	+$34.3K	0.01%	710

Other funds holding AIVI

TCPWM

Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return

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

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCM

Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Architects (New Jersey)'s AIVI Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2019, closing a stake of 863 shares — an estimated $35K sold.

Financial Architects (New Jersey) first reported a position in AIVI in Q1 2019 and held it in 2 quarters. The position peaked at $35K in Q2 2019. 37 funds tracked by Wall St. Rank hold AIVI as of Q3 2019.

Financial Architects (New Jersey) reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 863 WisdomTree International AI Enhanced Value Fund shares in Q3 2019, an estimated $35K.
Financial Architects (New Jersey) first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2019 and held it in 2 quarters.
Financial Architects (New Jersey)'s WisdomTree International AI Enhanced Value Fund position peaked at $35K in Q2 2019.
37 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.