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Legacy Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Legacy Advisors’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
2018
Q3 		– Sell
-381
Closed -$16K – 457
2018
Q2 		$16K Buy
+381
New +$16.6K 0.01% 269

Other funds holding AIVI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Advisors's AIVI Position: Q3 2018 in Review

Legacy Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2018, closing a stake of 381 shares — an estimated $16K sold.

Legacy Advisors first reported a position in AIVI in Q2 2018 and held it in 1 quarter. The position peaked at $16K in Q2 2018. 44 funds tracked by Wall St. Rank hold AIVI as of Q3 2018.

  • Legacy Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 381 WisdomTree International AI Enhanced Value Fund shares in Q3 2018, an estimated $16K.
  • Legacy Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2018 and held it in 1 quarter.
  • Legacy Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $16K in Q2 2018.
  • 44 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.