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Founders Bank & Trust’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Founders Bank & Trust’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1.99M Sell
46,168
-1,775
-4% -$79.8K 1.04% 18
2014
Q3 		$2.24M Sell
47,943
-1,155
-2% -$57.1K 1.26% 16
2014
Q2 		$2.49M Hold
49,098
– – 1.38% 13
2014
Q1 		$2.42M Sell
49,098
-145
-0.3% -$6.91K 1.41% 14
2013
Q4 		$2.23M Sell
49,243
-222
-0.4% -$10.4K 1.29% 13
2013
Q3 		$2.25M Sell
49,465
-325
-0.7% -$14K 1.15% 14
2013
Q2 		$2M Buy
+49,790
New +$2.14M 1.07% 16

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return