Institute for Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Institute for Wealth Management’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
2020 Q1	–	Sell	-4,723	Closed	-$201K	–	406
2019 Q4	$201K	Buy	+4,723	New	+$197K	0.05%	422
2019 Q3	–	Sell	-4,933	Closed	-$203K	–	425
2019 Q2	$203K	Sell	4,933 -247	-5%	-$10.1K	0.04%	432
2019 Q1	$213K	Sell	5,180 -100	-2%	-$4.03K	0.05%	403
2018 Q4	$200K	Buy	+5,280	New	+$210K	0.08%	243
2018 Q1	–	Sell	-5,390	Closed	-$236K	–	259
2017 Q4	$236K	Buy	+5,390	New	+$232K	0.05%	336
2017 Q3	–	Sell	-5,560	Closed	-$224K	–	253
2017 Q2	$224K	Buy	+5,560	New	+$227K	0.06%	356

Other funds holding AIVI

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

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

TCM

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

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

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

Institute for Wealth Management's AIVI Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2020, closing a stake of 4,723 shares — an estimated $201K sold.

Institute for Wealth Management first reported a position in AIVI in Q2 2017 and held it in 6 quarters. The position peaked at $236K in Q4 2017. 42 funds tracked by Wall St. Rank hold AIVI as of Q1 2020.

Institute for Wealth Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 4,723 WisdomTree International AI Enhanced Value Fund shares in Q1 2020, an estimated $201K.
Institute for Wealth Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2017 and held it in 6 quarters.
Institute for Wealth Management's WisdomTree International AI Enhanced Value Fund position peaked at $236K in Q4 2017.
42 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.