Mariner Wealth Advisors (NYC)’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$1.47M	Buy	+19,322	New	+$1.47M	0.7%	14

Other funds holding AIVL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NFG

Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ODCM

Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s AIVL Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2015: 19,322 shares worth $1.47M. The stake represents 0.7% of the portfolio and ranks #14 among its holdings.

115 funds tracked by Wall St. Rank hold AIVL as of Q1 2015.

Mariner Wealth Advisors (NYC) held 19,322 shares of WisdomTree US AI Enhanced Value Fund worth $1.47M as of Q1 2015.
WisdomTree US AI Enhanced Value Fund was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
WisdomTree US AI Enhanced Value Fund made up 0.7% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #14 holding.
115 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.