Highland Private Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Highland Private Wealth Management’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
2018 Q2	–	Sell	-12,523	Closed	-$1.06M	–	102
2018 Q1	$1.06M	Buy	+12,523	New	+$1.11M	0.65%	44

Other funds holding AIVL

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

JIP

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

HCP

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Highland Private Wealth Management's AIVL Position: Q2 2018 in Review

Highland Private Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2018, closing a stake of 12,523 shares — an estimated $1.06M sold.

Highland Private Wealth Management first reported a position in AIVL in Q1 2018 and held it in 1 quarter. The position peaked at $1.06M in Q1 2018. 131 funds tracked by Wall St. Rank hold AIVL as of Q2 2018.

Highland Private Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2018 after selling out during the quarter.
Highland Private Wealth Management sold 12,523 WisdomTree US AI Enhanced Value Fund shares in Q2 2018, an estimated $1.06M.
Highland Private Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2018 and held it in 1 quarter.
Highland Private Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $1.06M in Q1 2018.
131 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.