Glenview Trust’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Glenview Trust’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
2020 Q1	–	Sell	-2,530	Closed	-$234K	–	315
2019 Q4	$234K	Hold	2,530	–	–	0.01%	319
2019 Q3	$221K	Sell	2,530 -40	-2%	-$3.43K	0.01%	326
2019 Q2	$220K	Buy	2,570 +40	+2%	+$3.4K	0.01%	312
2019 Q1	$216K	Buy	+2,530	New	+$211K	0.01%	309
2018 Q4	–	Sell	-2,530	Closed	-$229K	–	314
2018 Q3	$229K	Hold	2,530	–	–	0.01%	309
2018 Q2	$220K	Hold	2,530	–	–	0.02%	288
2018 Q1	$214K	Buy	+2,530	New	+$223K	0.01%	314

Other funds holding AIVL

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

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

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

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

JIP

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

BSAM

Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

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

Glenview Trust's AIVL Position: Q1 2020 in Review

Glenview Trust sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2020, closing a stake of 2,530 shares — an estimated $234K sold.

Glenview Trust first reported a position in AIVL in Q1 2018 and held it in 7 quarters. The position peaked at $234K in Q4 2019. 135 funds tracked by Wall St. Rank hold AIVL as of Q1 2020.

Glenview Trust reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2020 after selling out during the quarter.
Glenview Trust sold 2,530 WisdomTree US AI Enhanced Value Fund shares in Q1 2020, an estimated $234K.
Glenview Trust first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2018 and held it in 7 quarters.
Glenview Trust's WisdomTree US AI Enhanced Value Fund position peaked at $234K in Q4 2019.
135 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2020.

Based on Glenview Trust's 13F filing for Q1 2020, filed 28 Apr 2020.