Investors Asset Management of Georgia’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Investors Asset Management of Georgia’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
2022 Q4	–	Sell	-2,877	Closed	-$88K	–	189
2022 Q3	$88K	Hold	2,877	–	–	0.05%	227
2022 Q2	$102K	Buy	+2,877	New	+$111K	0.05%	198

Other funds holding AIVI

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investors Asset Management of Georgia's AIVI Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2022, closing a stake of 2,877 shares — an estimated $88K sold.

Investors Asset Management of Georgia first reported a position in AIVI in Q2 2022 and held it in 2 quarters. The position peaked at $102K in Q2 2022. 32 funds tracked by Wall St. Rank hold AIVI as of Q4 2022.

Investors Asset Management of Georgia reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 2,877 WisdomTree International AI Enhanced Value Fund shares in Q4 2022, an estimated $88K.
Investors Asset Management of Georgia first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's WisdomTree International AI Enhanced Value Fund position peaked at $102K in Q2 2022.
32 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.