IFP Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

IFP Advisors’s Portfolio AIVI Stock Details AIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-430	Closed	-$16K	–	2370
2018 Q4	$16K	Buy	430 +3	+0.7%	+$119	﹤0.01%	2234
2018 Q3	$18K	Buy	427 +10	+2%	+$423	﹤0.01%	2499
2018 Q2	$17K	Buy	417 +9	+2%	+$393	﹤0.01%	2560
2018 Q1	$18K	Hold	408	–	–	﹤0.01%	2432
2017 Q4	$18K	Buy	408 +3	+0.7%	+$129	﹤0.01%	2468
2017 Q3	$17K	Buy	405 +3	+0.7%	+$126	﹤0.01%	2690
2017 Q2	$16K	Buy	402 +7	+2%	+$286	﹤0.01%	2695
2017 Q1	$16K	Buy	395 +2	+0.5%	+$78	﹤0.01%	2626
2016 Q4	$15K	Buy	393 +3	+0.8%	+$112	﹤0.01%	2645
2016 Q3	$15K	Buy	390 +28	+8%	+$1.08K	﹤0.01%	2572
2016 Q2	$14K	Buy	+362	New	+$13.9K	﹤0.01%	2568
2016 Q1	–	Sell	-353	Closed	-$13K	–	2369
2015 Q4	$13K	Buy	+353	New	+$13.9K	﹤0.01%	2416

Other funds holding AIVI

TCPWM

Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TCM

Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return

IFP Advisors's AIVI Position: Q1 2019 in Review

IFP Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2019, closing a stake of 430 shares — an estimated $16K sold.

IFP Advisors first reported a position in AIVI in Q4 2015 and held it in 12 quarters. The position peaked at $18K in Q3 2018. 44 funds tracked by Wall St. Rank hold AIVI as of Q1 2019.

IFP Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 430 WisdomTree International AI Enhanced Value Fund shares in Q1 2019, an estimated $16K.
IFP Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2015 and held it in 12 quarters.
IFP Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $18K in Q3 2018.
44 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.