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

Heritage 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
2023 Q3	–	Sell	-1,145	Closed	-$107K	–	526
2023 Q2	$107K	Hold	1,145	–	–	0.01%	253
2023 Q1	$105K	Hold	1,145	–	–	0.01%	255
2022 Q4	$105K	Hold	1,145	–	–	0.01%	260
2022 Q3	$93.5K	Hold	1,145	–	–	0.01%	255
2022 Q2	$102K	Hold	1,145	–	–	0.01%	257
2022 Q1	$113K	Hold	1,145	–	–	0.01%	242
2021 Q4	$116K	Hold	1,145	–	–	0.01%	251
2021 Q3	$108K	Hold	1,145	–	–	0.01%	243
2021 Q2	$111K	Hold	1,145	–	–	0.01%	249
2021 Q1	$108K	Hold	1,145	–	–	0.01%	259
2020 Q4	$96K	Hold	1,145	–	–	0.01%	262
2020 Q3	$86.4K	Hold	1,145	–	–	0.01%	222
2020 Q2	$84.4K	Hold	1,145	–	–	0.01%	216
2020 Q1	$74K	Hold	1,145	–	–	0.01%	221
2019 Q4	$106K	Hold	1,145	–	–	0.01%	227
2019 Q3	$100K	Hold	1,145	–	–	0.01%	212
2019 Q2	$98.2K	Hold	1,145	–	–	0.02%	191
2019 Q1	$97.9K	Buy	+1,145	New	+$95.3K	0.02%	177

Other funds holding AIVL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Advisors's AIVL Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2023, closing a stake of 1,145 shares — an estimated $107K sold.

Heritage Wealth Advisors first reported a position in AIVL in Q1 2019 and held it in 18 quarters. The position peaked at $116K in Q4 2021. 111 funds tracked by Wall St. Rank hold AIVL as of Q3 2023.

Heritage Wealth Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 1,145 WisdomTree US AI Enhanced Value Fund shares in Q3 2023, an estimated $107K.
Heritage Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2019 and held it in 18 quarters.
Heritage Wealth Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $116K in Q4 2021.
111 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.