Financial Counselors Inc’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Financial Counselors Inc’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
2021 Q2	–	Sell	-2,985	Closed	-$281K	–	530
2021 Q1	$281K	Hold	2,985	–	–	0.01%	453
2020 Q4	$250K	Hold	2,985	–	–	0.01%	475
2020 Q3	$225K	Hold	2,985	–	–	0.01%	451
2020 Q2	$220K	Buy	+2,985	New	+$214K	0.01%	464

Other funds holding AIVL

JIP

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Financial Counselors Inc's AIVL Position: Q2 2021 in Review

Financial Counselors Inc sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2021, closing a stake of 2,985 shares — an estimated $281K sold.

Financial Counselors Inc first reported a position in AIVL in Q2 2020 and held it in 4 quarters. The position peaked at $281K in Q1 2021. 133 funds tracked by Wall St. Rank hold AIVL as of Q2 2021.

Financial Counselors Inc reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2021 after selling out during the quarter.
Financial Counselors Inc sold 2,985 WisdomTree US AI Enhanced Value Fund shares in Q2 2021, an estimated $281K.
Financial Counselors Inc first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2020 and held it in 4 quarters.
Financial Counselors Inc's WisdomTree US AI Enhanced Value Fund position peaked at $281K in Q1 2021.
133 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2021.

Based on Financial Counselors Inc's 13F filing for Q2 2021, filed 3 Aug 2021.