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Marks Group Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Marks Group Wealth Management’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
Q2 		– Sell
-5,448
Closed -$352K – 240
2020
Q1 		$352K Hold
5,448
– – 0.09% 169
2019
Q4 		$504K Buy
+5,448
New +$486K 0.1% 173

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marks Group Wealth Management's AIVL Position: Q2 2020 in Review

Marks Group Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2020, closing a stake of 5,448 shares — an estimated $352K sold.

Marks Group Wealth Management first reported a position in AIVL in Q4 2019 and held it in 2 quarters. The position peaked at $504K in Q4 2019. 133 funds tracked by Wall St. Rank hold AIVL as of Q2 2020.

  • Marks Group Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 5,448 WisdomTree US AI Enhanced Value Fund shares in Q2 2020, an estimated $352K.
  • Marks Group Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2019 and held it in 2 quarters.
  • Marks Group Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $504K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2020.

Based on Marks Group Wealth Management's 13F filing for Q2 2020, filed 10 Aug 2020.