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KRS Capital Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

KRS Capital Management’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
-200
Closed -$6.09M – 106
2022
Q3 		$6.09M Buy
+200
New +$6.95K 8.4% 2
2022
Q1 		– Sell
-200
Closed -$8K – 119
2021
Q4 		$8K Buy
+200
New +$8.26K 0.01% 338

Other funds holding AIVI

Morgan Stanley
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KRS Capital Management's AIVI Position: Q4 2022 in Review

KRS Capital Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2022, closing a stake of 200 shares — an estimated $6.09M sold.

KRS Capital Management first reported a position in AIVI in Q4 2021 and held it in 2 quarters. The position peaked at $6.09M in Q3 2022. 32 funds tracked by Wall St. Rank hold AIVI as of Q4 2022.

  • KRS Capital Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2022 after selling out during the quarter.
  • KRS Capital Management sold 200 WisdomTree International AI Enhanced Value Fund shares in Q4 2022, an estimated $6.09M.
  • KRS Capital Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2021 and held it in 2 quarters.
  • KRS Capital Management's WisdomTree International AI Enhanced Value Fund position peaked at $6.09M in Q3 2022.
  • 32 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2022.

Based on KRS Capital Management's 13F filing for Q4 2022, filed 19 Jan 2023.