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

Managed Account 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
2015
Q2 		$50K Buy
1,174
+440
+60% +$19.9K ﹤0.01% 2663
2015
Q1 		$32K Buy
+734
New +$32.3K ﹤0.01% 2680

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Managed Account Advisors's AIVI Position: Q2 2015 in Review

Managed Account Advisors increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 60% in Q2 2015, buying an estimated $19.9K and bringing the position to 1,174 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Managed Account Advisors first reported a position in AIVI in Q1 2015 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold AIVI as of Q2 2015.

  • Managed Account Advisors held 1,174 shares of WisdomTree International AI Enhanced Value Fund worth $50K as of Q2 2015.
  • Managed Account Advisors bought 440 WisdomTree International AI Enhanced Value Fund shares in Q2 2015, an estimated $19.9K.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2663 holding.
  • Managed Account Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2015 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.