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

IFP 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
2021
Q3 		– Sell
-221
Closed -$21K – 3362
2021
Q2 		$21K Buy
+221
New +$21.6K ﹤0.01% 1900
2020
Q4 		– Sell
-500
Closed -$40.2K – 2925
2020
Q3 		$38K Hold
500
– – ﹤0.01% 1385
2020
Q2 		$36K Sell
500
-2,090
-81% -$150K ﹤0.01% 1339
2020
Q1 		$171K Sell
2,590
-100
-4% -$8.3K 0.02% 624
2019
Q4 		$249K Hold
2,690
– – 0.02% 601
2019
Q3 		$234K Buy
+2,690
New +$230K 0.02% 716
2019
Q1 		$33K Sell
390
-610
-61% -$50.8K ﹤0.01% 1133
2018
Q4 		$77K Sell
1,000
-4,000
-80% -$338K ﹤0.01% 1342
2018
Q3 		$452K Buy
5,000
+304
+6% +$27.3K 0.02% 707
2018
Q2 		$408K Buy
4,696
+4,501
+2,308% +$388K 0.02% 748
2018
Q1 		$17K Hold
195
– – ﹤0.01% 2480
2017
Q4 		$17K Sell
195
-3,999
-95% -$346K ﹤0.01% 2516
2017
Q3 		$354K Sell
4,194
-42
-1% -$3.48K 0.01% 845
2017
Q2 		$349K Sell
4,236
-500
-11% -$41.1K 0.01% 831
2017
Q1 		$391K Buy
4,736
+1
+0% +$82 0.02% 789
2016
Q4 		$380K Buy
4,735
+1
+0% +$79 0.02% 748
2016
Q3 		$372K Buy
4,734
+1
+0% +$79 0.02% 701
2016
Q2 		$365K Buy
4,733
+4,343
+1,114% +$326K 0.02% 677
2016
Q1 		$33K Sell
390
-342
-47% -$24K ﹤0.01% 1133
2015
Q4 		$51K Buy
+732
New +$52.2K ﹤0.01% 1609

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFP Advisors's AIVL Position: Q3 2021 in Review

IFP Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2021, closing a stake of 221 shares — an estimated $21K sold.

IFP Advisors first reported a position in AIVL in Q4 2015 and held it in 20 quarters. The position peaked at $452K in Q3 2018. 130 funds tracked by Wall St. Rank hold AIVL as of Q3 2021.

  • IFP Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2021 after selling out during the quarter.
  • IFP Advisors sold 221 WisdomTree US AI Enhanced Value Fund shares in Q3 2021, an estimated $21K.
  • IFP Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $452K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2021.

Based on IFP Advisors's 13F filing for Q3 2021, filed 6 Oct 2021.