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Kabarec Financial Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Kabarec Financial Advisors’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
2018
Q1 		– Sell
-1,245
Closed -$110K – 91
2017
Q4 		$110K Buy
+1,245
New +$108K 0.07% 50

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Kabarec Financial Advisors's AIVL Position: Q1 2018 in Review

Kabarec Financial Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2018, closing a stake of 1,245 shares — an estimated $110K sold.

Kabarec Financial Advisors first reported a position in AIVL in Q4 2017 and held it in 1 quarter. The position peaked at $110K in Q4 2017. 134 funds tracked by Wall St. Rank hold AIVL as of Q1 2018.

  • Kabarec Financial Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 1,245 WisdomTree US AI Enhanced Value Fund shares in Q1 2018, an estimated $110K.
  • Kabarec Financial Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 1 quarter.
  • Kabarec Financial Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $110K in Q4 2017.
  • 134 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2018.

Based on Kabarec Financial Advisors's 13F filing for Q1 2018, filed 11 May 2018.