GFS Private Wealth’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

GFS Private Wealth’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
2017 Q4	$13.6M	Buy	+153,703	New	+$13.3M	4.66%	8

Other funds holding AIVL

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCP

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

JIP

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

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

GFS Private Wealth's AIVL Position: Q4 2017 in Review

GFS Private Wealth opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2017: 153,703 shares worth $13.6M. The stake represents 4.66% of the portfolio and ranks #8 among its holdings.

139 funds tracked by Wall St. Rank hold AIVL as of Q4 2017.

GFS Private Wealth held 153,703 shares of WisdomTree US AI Enhanced Value Fund worth $13.6M as of Q4 2017.
WisdomTree US AI Enhanced Value Fund was a new GFS Private Wealth position in Q4 2017.
WisdomTree US AI Enhanced Value Fund made up 4.66% of GFS Private Wealth's portfolio in Q4 2017, its #8 holding.
139 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.