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Front Row Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Front Row Advisors’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
2024
Q3 		– Sell
-147
Closed -$5.79K – 506
2024
Q2 		$5.79K Hold
147
– – ﹤0.01% 698
2024
Q1 		$6.03K Buy
+147
New +$5.91K ﹤0.01% 694
2023
Q4 		– Sell
-147
Closed -$5.52K – 479
2023
Q3 		$5.52K Hold
147
– – ﹤0.01% 650
2023
Q2 		$6K Hold
147
– – ﹤0.01% 621
2023
Q1 		$6K Hold
147
– – ﹤0.01% 626
2022
Q4 		$5K Hold
147
– – ﹤0.01% 624
2022
Q3 		$5K Buy
+147
New +$5.11K ﹤0.01% 640
2022
Q1 		– Sell
-147
Closed -$6K – 927
2021
Q4 		$6K Hold
147
– – ﹤0.01% 689
2021
Q3 		$6K Hold
147
– – ﹤0.01% 685
2021
Q2 		$6K Hold
147
– – ﹤0.01% 678
2021
Q1 		$6K Hold
147
– – ﹤0.01% 663
2020
Q4 		$6K Hold
147
– – ﹤0.01% 631
2020
Q3 		$6K Hold
147
– – ﹤0.01% 625
2020
Q2 		$5K Hold
147
– – ﹤0.01% 613
2020
Q1 		$5K Hold
147
– – ﹤0.01% 603
2019
Q4 		$6K Hold
147
– – ﹤0.01% 564
2019
Q3 		$6K Hold
147
– – ﹤0.01% 546
2019
Q2 		$6K Hold
147
– – ﹤0.01% 536
2019
Q1 		$6K Hold
147
– – ﹤0.01% 525
2018
Q4 		$6K Hold
147
– – 0.01% 488
2018
Q3 		$6 Hold
147
– – ﹤0.01% 506
2018
Q2 		$6 Hold
147
– – ﹤0.01% 538
2018
Q1 		$6K Hold
147
– – ﹤0.01% 518
2017
Q4 		$6K Buy
+147
New +$6.32K ﹤0.01% 501

Other funds holding AIVI

BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Front Row Advisors's AIVI Position: Q3 2024 in Review

Front Row Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2024, closing a stake of 147 shares — an estimated $5.79K sold.

Front Row Advisors first reported a position in AIVI in Q4 2017 and held it in 24 quarters. The position peaked at $6.03K in Q1 2024. 28 funds tracked by Wall St. Rank hold AIVI as of Q3 2024.

  • Front Row Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2024 after selling out during the quarter.
  • Front Row Advisors sold 147 WisdomTree International AI Enhanced Value Fund shares in Q3 2024, an estimated $5.79K.
  • Front Row Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2017 and held it in 24 quarters.
  • Front Row Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $6.03K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.