Koshinski Asset Management
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Koshinski Asset Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Koshinski Asset Management’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
2023
Q4 		– Sell
-2,493
Closed -$222K – 506
2023
Q3 		$222K Sell
2,493
-97
-4% -$9.08K 0.03% 501
2023
Q2 		$242K Sell
2,590
-5,172
-67% -$471K 0.03% 501
2023
Q1 		$712K Sell
7,762
-116
-1% -$10.8K 0.07% 265
2022
Q4 		$723K Sell
7,878
-209
-3% -$18.8K 0.07% 286
2022
Q3 		$660K Buy
8,087
+1
+0% +$91 0.08% 274
2022
Q2 		$718K Buy
8,086
+2
+0% +$190 0.07% 288
2022
Q1 		$801K Sell
8,084
-110
-1% -$10.8K 0.07% 295
2021
Q4 		$829K Sell
8,194
-63
-0.8% -$6.14K 0.07% 296
2021
Q3 		$776K Buy
8,257
+2,206
+36% +$214K 0.07% 305
2021
Q2 		$588K Sell
6,051
-2,262
-27% -$221K 0.07% 291
2021
Q1 		$784K Sell
8,313
-39
-0.5% -$3.46K 0.08% 275
2020
Q4 		$699K Sell
8,352
-1,495
-15% -$120K 0.09% 254
2020
Q3 		$777K Sell
9,847
-938
-9% -$71.5K 0.1% 216
2020
Q2 		$795K Sell
10,785
-541
-5% -$38.7K 0.13% 196
2020
Q1 		$732K Sell
11,326
-152
-1% -$12.6K 0.15% 177
2019
Q4 		$1.06M Buy
+11,478
New +$1.02M 0.18% 170
2019
Q3 		– Sell
-7,403
Closed -$635K – 157
2019
Q2 		$635K Sell
7,403
-578
-7% -$49.1K 0.26% 118
2019
Q1 		$682K Sell
7,981
-80
-1% -$6.66K 0.18% 153
2018
Q4 		$621K Sell
8,061
-4,110
-34% -$347K 0.15% 188
2018
Q3 		$1.1M Buy
12,171
+6,636
+120% +$596K 0.16% 189
2018
Q2 		$481K Buy
5,535
+2
+0% +$172 0.15% 210
2018
Q1 		$468K Sell
5,533
-2,949
-35% -$260K 0.15% 219
2017
Q4 		$750K Buy
8,482
+3,656
+76% +$316K 0.19% 188
2017
Q3 		$407K Buy
4,826
+3
+0.1% +$248 0.13% 233
2017
Q2 		$397K Sell
4,823
-543
-10% -$44.6K 0.14% 224
2017
Q1 		$443K Buy
5,366
+549
+11% +$45K 0.17% 177
2016
Q4 		$387K Sell
4,817
-3
-0.1% -$237 0.19% 172
2016
Q3 		$379K Buy
4,820
+192
+4% +$15.1K 0.19% 170
2016
Q2 		$357K Buy
+4,628
New +$348K 0.19% 169

Other funds holding AIVL

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Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

Koshinski Asset Management's AIVL Position: Q4 2023 in Review

Koshinski Asset Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2023, closing a stake of 2,493 shares — an estimated $222K sold.

Koshinski Asset Management first reported a position in AIVL in Q2 2016 and held it in 29 quarters. The position peaked at $1.1M in Q3 2018. 119 funds tracked by Wall St. Rank hold AIVL as of Q4 2023.

  • Koshinski Asset Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 2,493 WisdomTree US AI Enhanced Value Fund shares in Q4 2023, an estimated $222K.
  • Koshinski Asset Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2016 and held it in 29 quarters.
  • Koshinski Asset Management's WisdomTree US AI Enhanced Value Fund position peaked at $1.1M in Q3 2018.
  • 119 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2023.

Based on Koshinski Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.