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GYL Financial Synergies’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

GYL Financial Synergies’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
2022
Q2 		– Sell
-2,042
Closed -$202K – 194
2022
Q1 		$202K Buy
2,042
+1
+0% +$99 0.05% 198
2021
Q4 		$206K Sell
2,041
-600
-23% -$58.5K 0.06% 202
2021
Q3 		$248K Buy
2,641
+513
+24% +$49.8K 0.13% 161
2021
Q2 		$207K Sell
2,128
-2,763
-56% -$270K 0.11% 178
2021
Q1 		$461K Sell
4,891
-453
-8% -$40.2K 0.25% 103
2020
Q4 		$447K Sell
5,344
-1,933
-27% -$155K 0.26% 96
2020
Q3 		$549K Sell
7,277
-1,589
-18% -$121K 0.36% 65
2020
Q2 		$654K Sell
8,866
-3,040
-26% -$218K 0.47% 48
2020
Q1 		$769K Sell
11,906
-1,159
-9% -$96.2K 0.49% 41
2019
Q4 		$1.21M Sell
13,065
-779
-6% -$69.5K 0.53% 35
2019
Q3 		$1.21M Buy
13,844
+4,129
+43% +$354K 0.6% 31
2019
Q2 		$833K Sell
9,715
-51
-0.5% -$4.33K 0.44% 46
2019
Q1 		$835K Sell
9,766
-435
-4% -$36.2K 0.47% 44
2018
Q4 		$785K Buy
+10,201
New +$862K 0.57% 37

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

GYL Financial Synergies's AIVL Position: Q2 2022 in Review

GYL Financial Synergies sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2022, closing a stake of 2,042 shares — an estimated $202K sold.

GYL Financial Synergies first reported a position in AIVL in Q4 2018 and held it in 14 quarters. The position peaked at $1.21M in Q3 2019. 125 funds tracked by Wall St. Rank hold AIVL as of Q2 2022.

  • GYL Financial Synergies reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2022 after selling out during the quarter.
  • GYL Financial Synergies sold 2,042 WisdomTree US AI Enhanced Value Fund shares in Q2 2022, an estimated $202K.
  • GYL Financial Synergies first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2018 and held it in 14 quarters.
  • GYL Financial Synergies's WisdomTree US AI Enhanced Value Fund position peaked at $1.21M in Q3 2019.
  • 125 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2022.

Based on GYL Financial Synergies's 13F filing for Q2 2022, filed 1 Aug 2022.