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Golden State Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Golden State Wealth Management’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
2019
Q4 		– Sell
-100
Closed -$9K – 81
2019
Q3 		$9K Hold
100
– – ﹤0.01% 762
2019
Q2 		$8K Sell
100
-149
-60% -$12.7K ﹤0.01% 780
2019
Q1 		$21K Buy
+249
New +$20.7K 0.01% 612

Other funds holding AIVL

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Golden State Wealth Management's AIVL Position: Q4 2019 in Review

Golden State Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2019, closing a stake of 100 shares — an estimated $9K sold.

Golden State Wealth Management first reported a position in AIVL in Q1 2019 and held it in 3 quarters. The position peaked at $21K in Q1 2019. 154 funds tracked by Wall St. Rank hold AIVL as of Q4 2019.

  • Golden State Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 100 WisdomTree US AI Enhanced Value Fund shares in Q4 2019, an estimated $9K.
  • Golden State Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $21K in Q1 2019.
  • 154 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.