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Jackson Grant Investment Advisers’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Jackson Grant Investment Advisers’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
2024
Q3 		– Sell
-127
Closed -$12.7K – 400
2024
Q2 		$12.7K Buy
+127
New +$12.7K 0.01% 259

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Jackson Grant Investment Advisers's AIVL Position: Q3 2024 in Review

Jackson Grant Investment Advisers sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2024, closing a stake of 127 shares — an estimated $12.7K sold.

Jackson Grant Investment Advisers first reported a position in AIVL in Q2 2024 and held it in 1 quarter. The position peaked at $12.7K in Q2 2024. 121 funds tracked by Wall St. Rank hold AIVL as of Q3 2024.

  • Jackson Grant Investment Advisers reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 127 WisdomTree US AI Enhanced Value Fund shares in Q3 2024, an estimated $12.7K.
  • Jackson Grant Investment Advisers first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2024 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's WisdomTree US AI Enhanced Value Fund position peaked at $12.7K in Q2 2024.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2024, filed 17 Oct 2024.