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First Allied Advisory Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

First Allied Advisory Services’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
2019
Q4 		– Sell
-67
Closed -$6K – 1213
2019
Q3 		$6K Buy
+67
New +$5.74K ﹤0.01% 1558
2018
Q2 		– Sell
-2,453
Closed -$206K – 1150
2018
Q1 		$206K Buy
2,453
+370
+18% +$32.7K 0.01% 1033
2017
Q4 		$184K Buy
+2,083
New +$180K 0.01% 1085
2016
Q2 		– Sell
-4,748
Closed -$359K – 1036
2016
Q1 		$359K Sell
4,748
-316
-6% -$22.2K 0.02% 676
2015
Q4 		$356K Sell
5,064
-1,668
-25% -$119K 0.02% 714
2015
Q3 		$454K Sell
6,732
-2,931
-30% -$209K 0.03% 580
2015
Q2 		$709K Sell
9,663
-1,947
-17% -$148K 0.03% 496
2015
Q1 		$878K Sell
11,610
-4,875
-30% -$371K 0.06% 389
2014
Q4 		$1.27M Buy
16,485
+1,081
+7% +$80.9K 0.09% 262
2014
Q3 		$1.13M Buy
15,404
+2,096
+16% +$154K 0.09% 267
2014
Q2 		$982K Buy
13,308
+1,414
+12% +$102K 0.07% 317
2014
Q1 		$838K Buy
11,894
+275
+2% +$18.7K 0.06% 345
2013
Q4 		$797K Buy
11,619
+1,048
+10% +$69.7K 0.06% 357
2013
Q3 		$672K Buy
10,571
+1,475
+16% +$94.5K 0.04% 426
2013
Q2 		$565K Buy
+9,096
New +$573K 0.05% 430

Other funds holding AIVL

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return