Global Retirement Partners’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Global Retirement Partners’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
2021 Q3	–	Sell	-463	Closed	-$20K	–	1975
2021 Q2	$20K	Hold	463	–	–	﹤0.01%	1181
2021 Q1	$20K	Hold	463	–	–	﹤0.01%	1101
2020 Q4	$19K	Hold	463	–	–	﹤0.01%	1042
2020 Q3	$17K	Hold	463	–	–	﹤0.01%	972
2020 Q2	$16K	Hold	463	–	–	﹤0.01%	965
2020 Q1	$15K	Hold	463	–	–	﹤0.01%	882
2019 Q4	$20K	Hold	463	–	–	﹤0.01%	926
2019 Q3	$19K	Hold	463	–	–	﹤0.01%	908
2019 Q2	$19K	Hold	463	–	–	﹤0.01%	905
2019 Q1	$19K	Hold	463	–	–	﹤0.01%	835
2018 Q4	$18K	Hold	463	–	–	﹤0.01%	775
2018 Q3	$19K	Hold	463	–	–	﹤0.01%	818
2018 Q2	$19K	Hold	463	–	–	﹤0.01%	803
2018 Q1	$20K	Hold	463	–	–	0.01%	754
2017 Q4	$20K	Hold	463	–	–	0.01%	714
2017 Q3	$20K	Hold	463	–	–	0.01%	645
2017 Q2	$19K	Hold	463	–	–	0.01%	612
2017 Q1	$18K	Sell	463 -150	-24%	-$5.82K	0.01%	580
2016 Q4	$23K	Buy	+613	New	+$22.9K	0.02%	489

Other funds holding AIVI

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

TCM

Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Global Retirement Partners's AIVI Position: Q3 2021 in Review

Global Retirement Partners sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2021, closing a stake of 463 shares — an estimated $20K sold.

Global Retirement Partners first reported a position in AIVI in Q4 2016 and held it in 19 quarters. The position peaked at $23K in Q4 2016. 42 funds tracked by Wall St. Rank hold AIVI as of Q3 2021.

Global Retirement Partners reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2021 after selling out during the quarter.
Global Retirement Partners sold 463 WisdomTree International AI Enhanced Value Fund shares in Q3 2021, an estimated $20K.
Global Retirement Partners first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2016 and held it in 19 quarters.
Global Retirement Partners's WisdomTree International AI Enhanced Value Fund position peaked at $23K in Q4 2016.
42 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2021.

Based on Global Retirement Partners's 13F filing for Q3 2021, filed 22 Oct 2021.