FWM
AIVL icon

Foresight Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Foresight Wealth 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
Q1 		– Sell
-4,960
Closed -$415K – 119
2020
Q4 		$415K Hold
4,960
– – 0.11% 76
2020
Q3 		$374K Hold
4,960
– – 0.13% 64
2020
Q2 		$366K Hold
4,960
– – 0.17% 65
2020
Q1 		$320K Hold
4,960
– – 0.22% 62
2019
Q4 		$459K Hold
4,960
– – 0.28% 56
2019
Q3 		$434K Hold
4,960
– – 0.31% 58
2019
Q2 		$425K Buy
+4,960
New +$421K 0.32% 63

Other funds holding AIVL

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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
Commonwealth Equity Services
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
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return