Freedman Financial Associates’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Freedman Financial Associates’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
2022 Q2	–	Sell	-432	Closed	-$43K	–	16
2022 Q1	$43K	Hold	432	–	–	0.03%	217
2021 Q4	$44K	Hold	432	–	–	0.03%	218
2021 Q3	$41K	Hold	432	–	–	0.03%	221
2021 Q2	$42K	Hold	432	–	–	0.03%	216
2021 Q1	$41K	Hold	432	–	–	0.03%	219
2020 Q4	$36K	Buy	+432	New	+$34.7K	0.03%	225

Other funds holding AIVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIP

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Freedman Financial Associates's AIVL Position: Q2 2022 in Review

Freedman Financial Associates sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2022, closing a stake of 432 shares — an estimated $43K sold.

Freedman Financial Associates first reported a position in AIVL in Q4 2020 and held it in 6 quarters. The position peaked at $44K in Q4 2021. 125 funds tracked by Wall St. Rank hold AIVL as of Q2 2022.

Freedman Financial Associates reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 432 WisdomTree US AI Enhanced Value Fund shares in Q2 2022, an estimated $43K.
Freedman Financial Associates first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's WisdomTree US AI Enhanced Value Fund position peaked at $44K in Q4 2021.
125 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.