M&T Bank’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

M&T Bank’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 Q2	–	Sell	-2,077	Closed	-$206K	–	1620
2022 Q1	$206K	Hold	2,077	–	–	﹤0.01%	1375
2021 Q4	$210K	Buy	+2,077	New	+$203K	﹤0.01%	1434
2021 Q3	–	Sell	-2,077	Closed	-$202K	–	1567
2021 Q2	$202K	Sell	2,077 -313	-13%	-$30.6K	﹤0.01%	1463
2021 Q1	$226K	Hold	2,390	–	–	﹤0.01%	1357
2020 Q4	$201K	Buy	+2,390	New	+$192K	﹤0.01%	1517
2019 Q4	–	Sell	-2,390	Closed	-$209K	–	1422
2019 Q3	$209K	Buy	+2,390	New	+$205K	﹤0.01%	1399
2016 Q4	–	Sell	-5,090	Closed	-$400K	–	1703
2016 Q3	$400K	Buy	5,090 +81	+2%	+$6.37K	﹤0.01%	1138
2016 Q2	$386K	Buy	5,009 +1,564	+45%	+$117K	﹤0.01%	1136
2016 Q1	$260K	Hold	3,445	–	–	﹤0.01%	1347
2015 Q4	$242K	Hold	3,445	–	–	﹤0.01%	1404
2015 Q3	$232K	Hold	3,445	–	–	﹤0.01%	1450
2015 Q2	$253K	Hold	3,445	–	–	﹤0.01%	1602
2015 Q1	$261K	Sell	3,445 -450	-12%	-$34.3K	﹤0.01%	1555
2014 Q4	$299K	Sell	3,895 -2,307	-37%	-$173K	﹤0.01%	1489
2014 Q3	$456K	Buy	6,202 +5,752	+1,278%	+$423K	﹤0.01%	1312
2014 Q2	$33K	Buy	+450	New	+$32.4K	﹤0.01%	781

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

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

M&T Bank's AIVL Position: Q2 2022 in Review

M&T Bank sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2022, closing a stake of 2,077 shares — an estimated $206K sold.

M&T Bank first reported a position in AIVL in Q2 2014 and held it in 16 quarters. The position peaked at $456K in Q3 2014. 125 funds tracked by Wall St. Rank hold AIVL as of Q2 2022.

M&T Bank reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2022 after selling out during the quarter.
M&T Bank sold 2,077 WisdomTree US AI Enhanced Value Fund shares in Q2 2022, an estimated $206K.
M&T Bank first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2014 and held it in 16 quarters.
M&T Bank's WisdomTree US AI Enhanced Value Fund position peaked at $456K in Q3 2014.
125 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2022.

Based on M&T Bank's 13F filing for Q2 2022, filed 5 Aug 2022.