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Halpern Financial’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Halpern Financial’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
2022
Q3 		– Sell
-125
Closed -$4.45K – 217
2022
Q2 		$4.45K Buy
+125
New +$4.82K ﹤0.01% 200

Other funds holding AIVI

KCM
KRS Capital Management Bloomfield, Michigan $215M AUM 69.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Halpern Financial's AIVI Position: Q3 2022 in Review

Halpern Financial sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2022, closing a stake of 125 shares — an estimated $4.45K sold.

Halpern Financial first reported a position in AIVI in Q2 2022 and held it in 1 quarter. The position peaked at $4.45K in Q2 2022. 35 funds tracked by Wall St. Rank hold AIVI as of Q3 2022.

  • Halpern Financial reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 125 WisdomTree International AI Enhanced Value Fund shares in Q3 2022, an estimated $4.45K.
  • Halpern Financial first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's WisdomTree International AI Enhanced Value Fund position peaked at $4.45K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.