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

Financial Architects (New Jersey)’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
-200
Closed -$15K – 286
2020
Q2 		$15K Hold
200
– – ﹤0.01% 584
2020
Q1 		$13K Hold
200
– – ﹤0.01% 572
2019
Q4 		$19K Hold
200
– – ﹤0.01% 577
2019
Q3 		$17K Hold
200
– – ﹤0.01% 623
2019
Q2 		$17K Sell
200
-700
-78% -$59.5K ﹤0.01% 754
2019
Q1 		$77K Hold
900
– – 0.01% 514
2018
Q4 		$69K Sell
900
-926
-51% -$78.2K 0.01% 480
2018
Q3 		$165K Sell
1,826
-475
-21% -$42.7K 0.03% 349
2018
Q2 		$200K Buy
2,301
+175
+8% +$15.1K 0.04% 273
2018
Q1 		$180K Sell
2,126
-150
-7% -$13.2K 0.04% 324
2017
Q4 		$201K Hold
2,276
– – 0.03% 320
2017
Q3 		$192K Buy
2,276
+196
+9% +$16.2K 0.03% 333
2017
Q2 		$171K Hold
2,080
– – 0.03% 352
2017
Q1 		$172K Hold
2,080
– – 0.03% 323
2016
Q4 		$167K Hold
2,080
– – 0.04% 284
2016
Q3 		$163K Hold
2,080
– – 0.04% 298
2016
Q2 		$160K Sell
2,080
-1,170
-36% -$87.9K 0.05% 290
2016
Q1 		$245K Buy
+3,250
New +$228K 0.09% 162
2015
Q3 		– Sell
-1,450
Closed -$107K – 226
2015
Q2 		$107K Sell
1,450
-200
-12% -$15.2K 0.04% 293
2015
Q1 		$125K Hold
1,650
– – 0.05% 251
2014
Q4 		$127K Hold
1,650
– – 0.06% 220
2014
Q3 		$121K Hold
1,650
– – 0.06% 197
2014
Q2 		$122K Buy
+1,650
New +$119K 0.06% 193
2013
Q4 		– Sell
-1,650
Closed -$106K – 167
2013
Q3 		$106K Hold
1,650
– – 0.07% 175
2013
Q2 		$102K Buy
+1,650
New +$104K 0.08% 167

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Bank of America
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
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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Architects (New Jersey)'s AIVL Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2020, closing a stake of 200 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in AIVL in Q2 2013 and held it in 25 quarters. The position peaked at $245K in Q1 2016. 124 funds tracked by Wall St. Rank hold AIVL as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 WisdomTree US AI Enhanced Value Fund shares in Q3 2020, an estimated $15K.
  • Financial Architects (New Jersey) first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s WisdomTree US AI Enhanced Value Fund position peaked at $245K in Q1 2016.
  • 124 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.