MFO
AIVL icon

Marcuard Family Office’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Marcuard Family Office’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
2014
Q2 		– Sell
-4,000
Closed -$281K – 25
2014
Q1 		$281K Hold
4,000
– – 0.68% 22
2013
Q4 		$275K Hold
4,000
– – 0.59% 26
2013
Q3 		$255K Hold
4,000
– – 0.49% 32
2013
Q2 		$249K Buy
+4,000
New +$252K 0.4% 33

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
NFG
Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Marcuard Family Office's AIVL Position: Q2 2014 in Review

Marcuard Family Office sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2014, closing a stake of 4,000 shares — an estimated $281K sold.

Marcuard Family Office first reported a position in AIVL in Q2 2013 and held it in 4 quarters. The position peaked at $281K in Q1 2014. 113 funds tracked by Wall St. Rank hold AIVL as of Q2 2014.

  • Marcuard Family Office reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2014 after selling out during the quarter.
  • Marcuard Family Office sold 4,000 WisdomTree US AI Enhanced Value Fund shares in Q2 2014, an estimated $281K.
  • Marcuard Family Office first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and held it in 4 quarters.
  • Marcuard Family Office's WisdomTree US AI Enhanced Value Fund position peaked at $281K in Q1 2014.
  • 113 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2014.

Based on Marcuard Family Office's 13F filing for Q2 2014, filed 14 Aug 2014.