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MassMutual Private Wealth & Trust’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

MassMutual Private Wealth & Trust’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
2018
Q1 		– Sell
-380
Closed -$33.6K – 988
2017
Q4 		$33.6K Buy
+380
New +$32.9K ﹤0.01% 482

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

MassMutual Private Wealth & Trust's AIVL Position: Q1 2018 in Review

MassMutual Private Wealth & Trust sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2018, closing a stake of 380 shares — an estimated $33.6K sold.

MassMutual Private Wealth & Trust first reported a position in AIVL in Q4 2017 and held it in 1 quarter. The position peaked at $33.6K in Q4 2017. 134 funds tracked by Wall St. Rank hold AIVL as of Q1 2018.

  • MassMutual Private Wealth & Trust reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 380 WisdomTree US AI Enhanced Value Fund shares in Q1 2018, an estimated $33.6K.
  • MassMutual Private Wealth & Trust first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's WisdomTree US AI Enhanced Value Fund position peaked at $33.6K in Q4 2017.
  • 134 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2018, filed 21 May 2018.