Goldman Sachs
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Goldman Sachs’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Goldman Sachs’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
2021
Q4 		– Sell
-8,923
Closed -$839K – 6442
2021
Q3 		$839K Buy
8,923
+2,463
+38% +$239K ﹤0.01% 4888
2021
Q2 		$628K Buy
+6,460
New +$632K ﹤0.01% 5085
2020
Q4 		– Sell
-41,171
Closed -$3.1M – 5457
2020
Q3 		$3.1M Hold
41,171
– – ﹤0.01% 3258
2020
Q2 		$3.04M Buy
+41,171
New +$2.95M ﹤0.01% 3159
2017
Q2 		– Sell
-4,380
Closed -$362K – 6751
2017
Q1 		$362K Sell
4,380
-32
-0.7% -$2.63K ﹤0.01% 5303
2016
Q4 		$354K Buy
4,412
+1,756
+66% +$138K ﹤0.01% 5347
2016
Q3 		$209K Hold
2,656
– – ﹤0.01% 5794
2016
Q2 		$205K Hold
2,656
– – ﹤0.01% 5674
2016
Q1 		$200K Sell
2,656
-371
-12% -$26.1K ﹤0.01% 5623
2015
Q4 		$213K Buy
+3,027
New +$216K ﹤0.01% 5648
2015
Q2 		– Sell
-4,065
Closed -$309K – 7235
2015
Q1 		$309K Buy
4,065
+149
+4% +$11.3K ﹤0.01% 5610
2014
Q4 		$300K Sell
3,916
-3,756
-49% -$281K ﹤0.01% 5770
2014
Q3 		$563K Buy
7,672
+700
+10% +$51.5K ﹤0.01% 5153
2014
Q2 		$515K Sell
6,972
-35,566
-84% -$2.56M ﹤0.01% 5289
2014
Q1 		$2.99M Buy
42,538
+14,562
+52% +$990K ﹤0.01% 3584
2013
Q4 		$1.92M Buy
27,976
+7,581
+37% +$504K ﹤0.01% 4105
2013
Q3 		$1.3M Buy
20,395
+16,478
+421% +$1.06M ﹤0.01% 4351
2013
Q2 		$244K Buy
+3,917
New +$247K ﹤0.01% 5458

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Goldman Sachs's AIVL Position: Q4 2021 in Review

Goldman Sachs sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2021, closing a stake of 8,923 shares — an estimated $839K sold.

Goldman Sachs first reported a position in AIVL in Q2 2013 and held it in 18 quarters. The position peaked at $3.1M in Q3 2020. 141 funds tracked by Wall St. Rank hold AIVL as of Q4 2021.

  • Goldman Sachs reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2021 after selling out during the quarter.
  • Goldman Sachs sold 8,923 WisdomTree US AI Enhanced Value Fund shares in Q4 2021, an estimated $839K.
  • Goldman Sachs first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and held it in 18 quarters.
  • Goldman Sachs's WisdomTree US AI Enhanced Value Fund position peaked at $3.1M in Q3 2020.
  • 141 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2021.

Based on Goldman Sachs's 13F filing for Q4 2021, filed 14 Feb 2022.