Lenox Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Lenox Wealth 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
2018 Q3	–	Sell	-272	Closed	-$24K	–	641
2018 Q2	$24K	Hold	272	–	–	0.01%	269
2018 Q1	$22K	Hold	272	–	–	0.01%	285
2017 Q4	$24K	Sell	272 -591	-68%	-$51.1K	0.01%	289
2017 Q3	$72K	Hold	863	–	–	0.02%	187
2017 Q2	$71K	Buy	+863	New	+$70.9K	0.03%	181

Other funds holding AIVL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lenox Wealth Management's AIVL Position: Q3 2018 in Review

Lenox Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2018, closing a stake of 272 shares — an estimated $24K sold.

Lenox Wealth Management first reported a position in AIVL in Q2 2017 and held it in 5 quarters. The position peaked at $72K in Q3 2017. 132 funds tracked by Wall St. Rank hold AIVL as of Q3 2018.

Lenox Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2018 after selling out during the quarter.
Lenox Wealth Management sold 272 WisdomTree US AI Enhanced Value Fund shares in Q3 2018, an estimated $24K.
Lenox Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2017 and held it in 5 quarters.
Lenox Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $72K in Q3 2017.
132 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2018.

Based on Lenox Wealth Management's 13F filing for Q3 2018, filed 23 Oct 2018.