Highlander Capital Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Highlander Capital 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
2014 Q3	–	Sell	-175	Closed	-$12.9K	–	861
2014 Q2	$12.9K	Hold	175	–	–	0.01%	601
2014 Q1	$12.3K	Hold	175	–	–	0.01%	611
2013 Q4	$12K	Hold	175	–	–	0.01%	611
2013 Q3	$11.1K	Hold	175	–	–	0.01%	627
2013 Q2	$10.9K	Buy	+175	New	+$11K	0.01%	621

Other funds holding AIVL

ODCM

Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

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

NFG

Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

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

HCP

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

Highlander Capital Management's AIVL Position: Q3 2014 in Review

Highlander Capital Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2014, closing a stake of 175 shares — an estimated $12.9K sold.

Highlander Capital Management first reported a position in AIVL in Q2 2013 and held it in 5 quarters. The position peaked at $12.9K in Q2 2014. 109 funds tracked by Wall St. Rank hold AIVL as of Q3 2014.

Highlander Capital Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2014 after selling out during the quarter.
Highlander Capital Management sold 175 WisdomTree US AI Enhanced Value Fund shares in Q3 2014, an estimated $12.9K.
Highlander Capital Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and held it in 5 quarters.
Highlander Capital Management's WisdomTree US AI Enhanced Value Fund position peaked at $12.9K in Q2 2014.
109 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2014.

Based on Highlander Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.