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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIP

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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 $849M AUM 27.26% 1-Year Est. Return

Foresight Wealth Management's AIVL Position: Q1 2021 in Review

Foresight Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2021, closing a stake of 4,960 shares — an estimated $415K sold.

Foresight Wealth Management first reported a position in AIVL in Q2 2019 and held it in 7 quarters. The position peaked at $459K in Q4 2019. 129 funds tracked by Wall St. Rank hold AIVL as of Q1 2021.

Foresight Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2021 after selling out during the quarter.
Foresight Wealth Management sold 4,960 WisdomTree US AI Enhanced Value Fund shares in Q1 2021, an estimated $415K.
Foresight Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2019 and held it in 7 quarters.
Foresight Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $459K in Q4 2019.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2021.

Based on Foresight Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.