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Lucia Wealth Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Lucia Wealth Services’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
2019
Q1 		– Sell
-10,689
Closed -$823K – 187
2018
Q4 		$823K Sell
10,689
-360
-3% -$30.4K 0.39% 59
2018
Q3 		$999K Sell
11,049
-138
-1% -$12.4K 0.31% 76
2018
Q2 		$972K Buy
11,187
+102
+0.9% +$8.79K 0.43% 58
2018
Q1 		$937K Buy
11,085
+7,744
+232% +$684K 0.3% 84
2017
Q4 		$295K Buy
+3,341
New +$289K 0.13% 105

Other funds holding AIVL

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lucia Wealth Services's AIVL Position: Q1 2019 in Review

Lucia Wealth Services sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2019, closing a stake of 10,689 shares — an estimated $823K sold.

Lucia Wealth Services first reported a position in AIVL in Q4 2017 and held it in 5 quarters. The position peaked at $999K in Q3 2018. 143 funds tracked by Wall St. Rank hold AIVL as of Q1 2019.

  • Lucia Wealth Services reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 10,689 WisdomTree US AI Enhanced Value Fund shares in Q1 2019, an estimated $823K.
  • Lucia Wealth Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 5 quarters.
  • Lucia Wealth Services's WisdomTree US AI Enhanced Value Fund position peaked at $999K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2019.

Based on Lucia Wealth Services's 13F filing for Q1 2019, filed 15 May 2019.