Itau Unibanco Holding S.A.
AIVL icon

Itau Unibanco Holding S.A.’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Itau Unibanco Holding S.A.’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
2017
Q2 		– Sell
-4,503
Closed -$371K – 667
2017
Q1 		$371K Sell
4,503
-46
-1% -$3.77K 0.04% 90
2016
Q4 		$365K Sell
4,549
-814
-15% -$64.2K 0.04% 92
2016
Q3 		$421K Buy
+5,363
New +$422K 0.05% 96

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Itau Unibanco Holding S.A.'s AIVL Position: Q2 2017 in Review

Itau Unibanco Holding S.A. sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2017, closing a stake of 4,503 shares — an estimated $371K sold.

Itau Unibanco Holding S.A. first reported a position in AIVL in Q3 2016 and held it in 3 quarters. The position peaked at $421K in Q3 2016. 126 funds tracked by Wall St. Rank hold AIVL as of Q2 2017.

  • Itau Unibanco Holding S.A. reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2017 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 4,503 WisdomTree US AI Enhanced Value Fund shares in Q2 2017, an estimated $371K.
  • Itau Unibanco Holding S.A. first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2016 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s WisdomTree US AI Enhanced Value Fund position peaked at $421K in Q3 2016.
  • 126 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2017.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2017, filed 14 Aug 2017.