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Horizon Investment Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Horizon Investment Services’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
2015
Q3 		– Sell
-9,385
Closed -$690K – 109
2015
Q2 		$690K Buy
9,385
+482
+5% +$36.7K 0.28% 56
2015
Q1 		$676K Buy
8,903
+1,294
+17% +$98.6K 0.28% 55
2014
Q4 		$584K Buy
7,609
+1,983
+35% +$148K 0.28% 60
2014
Q3 		$413K Buy
5,626
+473
+9% +$34.8K 0.21% 67
2014
Q2 		$381K Buy
5,153
+979
+23% +$70.4K 0.19% 80
2014
Q1 		$299K Buy
+4,174
New +$284K 0.16% 91

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Bank of America
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UBS Group
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ODCM
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JWM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCP
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LWA
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TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return