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

Lido 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
2022 Q4	–	Sell	-2,555	Closed	-$208K	–	1028
2022 Q3	$208K	Hold	2,555	–	–	﹤0.01%	877
2022 Q2	$226K	Hold	2,555	–	–	﹤0.01%	828
2022 Q1	$253K	Sell	2,555 -1	-0%	-$99	﹤0.01%	871
2021 Q4	$258K	Sell	2,556 -2,181	-46%	-$213K	﹤0.01%	866
2021 Q3	$445K	Sell	4,737 -16	-0.3%	-$1.55K	0.01%	629
2021 Q2	$462K	Hold	4,753	–	–	0.01%	569
2021 Q1	$448K	Sell	4,753 -6	-0.1%	-$532	0.01%	537
2020 Q4	$398K	Hold	4,759	–	–	0.01%	536
2020 Q3	$359K	Hold	4,759	–	–	0.01%	443
2020 Q2	$351K	Hold	4,759	–	–	0.01%	415
2020 Q1	$307K	Hold	4,759	–	–	0.01%	413
2019 Q4	$441K	Sell	4,759 -1	-0%	-$89	0.02%	413
2019 Q3	$416K	Buy	4,760 +1	+0%	+$86	0.02%	376
2019 Q2	$408K	Hold	4,759	–	–	0.02%	346
2019 Q1	$406K	Hold	4,759	–	–	0.03%	329
2018 Q4	$366K	Hold	4,759	–	–	0.04%	272
2018 Q3	$430K	Buy	+4,759	New	+$428K	0.04%	275

Other funds holding AIVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIP

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

Lido Advisors's AIVL Position: Q4 2022 in Review

Lido Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2022, closing a stake of 2,555 shares — an estimated $208K sold.

Lido Advisors first reported a position in AIVL in Q3 2018 and held it in 17 quarters. The position peaked at $462K in Q2 2021. 125 funds tracked by Wall St. Rank hold AIVL as of Q4 2022.

Lido Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2022 after selling out during the quarter.
Lido Advisors sold 2,555 WisdomTree US AI Enhanced Value Fund shares in Q4 2022, an estimated $208K.
Lido Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2018 and held it in 17 quarters.
Lido Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $462K in Q2 2021.
125 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2022.

Based on Lido Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.