HCR Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

HCR Wealth Advisors’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
2020 Q1	–	Sell	-4,650	Closed	-$430K	–	237
2019 Q4	$430K	Buy	+4,650	New	+$415K	0.1%	109
2019 Q3	–	Sell	-4,650	Closed	-$399K	–	149
2019 Q2	$399K	Hold	4,650	–	–	0.11%	113
2019 Q1	$398K	Buy	+4,650	New	+$387K	0.11%	121
2018 Q4	–	Sell	-2,550	Closed	-$219K	–	159
2018 Q3	$219K	Sell	2,550 -1,300	-34%	-$117K	0.07%	143
2018 Q2	$335K	Sell	3,850 -1,200	-24%	-$103K	0.11%	129
2018 Q1	$427K	Hold	5,050	–	–	0.15%	115
2017 Q4	$446K	Sell	5,050 -3,000	-37%	-$259K	0.16%	112
2017 Q3	$679K	Hold	8,050	–	–	0.29%	85
2017 Q2	$663K	Hold	8,050	–	–	0.33%	74
2017 Q1	$665K	Hold	8,050	–	–	0.34%	74
2016 Q4	$647K	Buy	+8,050	New	+$635K	0.34%	67

Other funds holding AIVL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BSAM

Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HCR Wealth Advisors's AIVL Position: Q1 2020 in Review

HCR Wealth Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2020, closing a stake of 4,650 shares — an estimated $430K sold.

HCR Wealth Advisors first reported a position in AIVL in Q4 2016 and held it in 11 quarters. The position peaked at $679K in Q3 2017. 134 funds tracked by Wall St. Rank hold AIVL as of Q1 2020.

HCR Wealth Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2020 after selling out during the quarter.
HCR Wealth Advisors sold 4,650 WisdomTree US AI Enhanced Value Fund shares in Q1 2020, an estimated $430K.
HCR Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2016 and held it in 11 quarters.
HCR Wealth Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $679K in Q3 2017.
134 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2020.

Based on HCR Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.