MBM Wealth Consultants’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

MBM Wealth Consultants’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 Q4	–	Sell	-204	Closed	-$15K	–	235
2020 Q3	$15K	Hold	204	–	–	0.01%	163
2020 Q2	$15K	Hold	204	–	–	0.01%	162
2020 Q1	$13K	Hold	204	–	–	0.01%	153
2019 Q4	$19K	Hold	204	–	–	0.01%	156
2019 Q3	$18K	Hold	204	–	–	0.01%	150
2019 Q2	$17K	Hold	204	–	–	0.01%	151
2019 Q1	$17K	Hold	204	–	–	0.01%	153
2018 Q4	$16K	Buy	+204	New	+$17.2K	0.02%	161

Other funds holding AIVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JIP

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

RJFSA

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

MBM Wealth Consultants's AIVL Position: Q4 2020 in Review

MBM Wealth Consultants sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2020, closing a stake of 204 shares — an estimated $15K sold.

MBM Wealth Consultants first reported a position in AIVL in Q4 2018 and held it in 8 quarters. The position peaked at $19K in Q4 2019. 130 funds tracked by Wall St. Rank hold AIVL as of Q4 2020.

MBM Wealth Consultants reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2020 after selling out during the quarter.
MBM Wealth Consultants sold 204 WisdomTree US AI Enhanced Value Fund shares in Q4 2020, an estimated $15K.
MBM Wealth Consultants first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2018 and held it in 8 quarters.
MBM Wealth Consultants's WisdomTree US AI Enhanced Value Fund position peaked at $19K in Q4 2019.
130 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2020.

Based on MBM Wealth Consultants's 13F filing for Q4 2020, filed 9 Feb 2021.