Mark Sheptoff Financial Planning’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Mark Sheptoff Financial Planning’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
2020 Q3	–	Sell	-250	Closed	-$18K	–	324
2020 Q2	$18K	Hold	250	–	–	0.01%	204
2020 Q1	$16K	Hold	250	–	–	0.01%	190
2019 Q4	$23K	Hold	250	–	–	0.01%	200
2019 Q3	$22K	Hold	250	–	–	0.01%	199
2019 Q2	$21K	Hold	250	–	–	0.01%	209
2019 Q1	$21K	Hold	250	–	–	0.02%	207
2018 Q4	$19K	Hold	250	–	–	0.02%	193
2018 Q3	$23K	Hold	250	–	–	0.02%	221
2018 Q2	$22K	Hold	250	–	–	0.02%	218
2018 Q1	$21K	Hold	250	–	–	0.01%	229
2017 Q4	$22K	Hold	250	–	–	0.01%	229
2017 Q3	$21K	Hold	250	–	–	0.01%	232
2017 Q2	$21K	Sell	250 -1	-0.4%	-$82	0.01%	223
2017 Q1	$21K	Buy	251 +1	+0.4%	+$82	0.02%	221
2016 Q4	$20K	Hold	250	–	–	0.01%	218
2016 Q3	$20K	Hold	250	–	–	0.01%	214
2016 Q2	$19K	Hold	250	–	–	0.01%	209
2016 Q1	$19K	Hold	250	–	–	0.02%	209
2015 Q4	$18K	Buy	+250	New	+$17.8K	0.01%	226

Other funds holding AIVL

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

HCP

Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's AIVL Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2020, closing a stake of 250 shares — an estimated $18K sold.

Mark Sheptoff Financial Planning first reported a position in AIVL in Q4 2015 and held it in 19 quarters. The position peaked at $23K in Q4 2019. 124 funds tracked by Wall St. Rank hold AIVL as of Q3 2020.

Mark Sheptoff Financial Planning reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 250 WisdomTree US AI Enhanced Value Fund shares in Q3 2020, an estimated $18K.
Mark Sheptoff Financial Planning first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2015 and held it in 19 quarters.
Mark Sheptoff Financial Planning's WisdomTree US AI Enhanced Value Fund position peaked at $23K in Q4 2019.
124 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.