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MilWealth Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

MilWealth Group’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
2019
Q3 		– Sell
-55
Closed -$4.69K – 70
2019
Q2 		$4.69K Sell
55
-81
-60% -$6.88K ﹤0.01% 56
2019
Q1 		$11.6K Hold
136
– – 0.01% 47
2018
Q4 		$10.4K Buy
+136
New +$11.5K 0.01% 52

Other funds holding AIVL

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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

MilWealth Group's AIVL Position: Q3 2019 in Review

MilWealth Group sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2019, closing a stake of 55 shares — an estimated $4.69K sold.

MilWealth Group first reported a position in AIVL in Q4 2018 and held it in 3 quarters. The position peaked at $11.6K in Q1 2019. 132 funds tracked by Wall St. Rank hold AIVL as of Q3 2019.

  • MilWealth Group reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2019 after selling out during the quarter.
  • MilWealth Group sold 55 WisdomTree US AI Enhanced Value Fund shares in Q3 2019, an estimated $4.69K.
  • MilWealth Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2018 and held it in 3 quarters.
  • MilWealth Group's WisdomTree US AI Enhanced Value Fund position peaked at $11.6K in Q1 2019.
  • 132 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2019.

Based on MilWealth Group's 13F filing for Q3 2019, filed 9 May 2023.