Independent Portfolio Consultants’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Independent Portfolio Consultants’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
2014 Q4	–	Sell	-11,335	Closed	-$510K	–	787
2014 Q3	$530K	Buy	+11,335	New	+$561K	0.14%	214

Other funds holding AIVI

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

JWM

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

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

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

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

Independent Portfolio Consultants's AIVI Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2014, closing a stake of 11,335 shares — an estimated $510K sold.

Independent Portfolio Consultants first reported a position in AIVI in Q3 2014 and held it in 1 quarter. The position peaked at $530K in Q3 2014. 64 funds tracked by Wall St. Rank hold AIVI as of Q4 2014.

Independent Portfolio Consultants reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2014 after selling out during the quarter.
Independent Portfolio Consultants sold 11,335 WisdomTree International AI Enhanced Value Fund shares in Q4 2014, an estimated $510K.
Independent Portfolio Consultants first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2014 and held it in 1 quarter.
Independent Portfolio Consultants's WisdomTree International AI Enhanced Value Fund position peaked at $530K in Q3 2014.
64 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.