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

Halpern Financial’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
2024
Q3 		$33.2K Hold
300
– – 0.01% 103
2024
Q2 		$29.9K Hold
300
– – 0.01% 107
2024
Q1 		$30.2K Hold
300
– – 0.01% 115
2023
Q4 		$28.6K Hold
300
– – 0.01% 122
2023
Q3 		$26.7K Hold
300
– – 0.01% 112
2023
Q2 		$28.1K Hold
300
– – 0.01% 101
2023
Q1 		$27.5K Hold
300
– – 0.01% 100
2022
Q4 		$27.5K Hold
300
– – 0.01% 103
2022
Q3 		$24.5K Hold
300
– – 0.01% 103
2022
Q2 		$26.6K Buy
+300
New +$28.4K 0.01% 109

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
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Halpern Financial's AIVL Position: Q3 2024 in Review

Halpern Financial held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q3 2024 at 300 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #103.

Halpern Financial first reported a position in AIVL in Q2 2022 and has held it in 10 quarters since. 121 funds tracked by Wall St. Rank hold AIVL as of Q3 2024.

  • Halpern Financial held 300 shares of WisdomTree US AI Enhanced Value Fund worth $33.2K as of Q3 2024.
  • Halpern Financial left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q3 2024.
  • WisdomTree US AI Enhanced Value Fund made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #103 holding.
  • Halpern Financial first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2022 and has held it in 10 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.