Financial Gravity Asset Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Financial Gravity Asset 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
2021 Q3	$735K	Sell	7,825 -899	-10%	-$87.3K	0.35%	53
2021 Q2	$848K	Buy	+8,724	New	+$854K	0.3%	68
2020 Q4	$1.27M	Buy	+15,099	New	+$1.21M	1.16%	26
2019 Q4	$5.8M	Buy	62,678 +16,685	+36%	+$1.49M	3.99%	2
2019 Q3	$4.02M	Buy	45,993 +29,873	+185%	+$2.56M	3.46%	3
2019 Q2	$1.38M	Buy	+16,120	New	+$1.37M	1.13%	16

Other funds holding AIVL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JIP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Gravity Asset Management's AIVL Position: Q3 2021 in Review

Financial Gravity Asset Management reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 10% in Q3 2021, selling an estimated $87.3K and leaving 7,825 shares worth $735K. The position accounts for 0.35% of the portfolio, ranked #53.

Financial Gravity Asset Management first reported a position in AIVL in Q2 2019 and has held it in 6 quarters since. The position peaked at $5.8M in Q4 2019. 130 funds tracked by Wall St. Rank hold AIVL as of Q3 2021.

Financial Gravity Asset Management held 7,825 shares of WisdomTree US AI Enhanced Value Fund worth $735K as of Q3 2021.
Financial Gravity Asset Management sold 899 WisdomTree US AI Enhanced Value Fund shares in Q3 2021, an estimated $87.3K.
WisdomTree US AI Enhanced Value Fund made up 0.35% of Financial Gravity Asset Management's portfolio in Q3 2021, its #53 holding.
Financial Gravity Asset Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2019 and has held it in 6 quarters since.
Financial Gravity Asset Management's WisdomTree US AI Enhanced Value Fund position peaked at $5.8M in Q4 2019.
130 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.