MML Investors Services
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MML Investors Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

MML Investors Services’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
2022
Q3 		– Sell
-2,395
Closed -$212K – 2072
2022
Q2 		$212K Sell
2,395
-99
-4% -$9.38K ﹤0.01% 1873
2022
Q1 		$247K Hold
2,494
– – ﹤0.01% 1838
2021
Q4 		$252K Sell
2,494
-5,448
-69% -$531K ﹤0.01% 1787
2021
Q3 		$746K Sell
7,942
-2,386
-23% -$232K 0.01% 1162
2021
Q2 		$1M Buy
10,328
+4,497
+77% +$440K 0.01% 991
2021
Q1 		$550K Sell
5,831
-451
-7% -$40K 0.01% 1216
2020
Q4 		$526K Buy
6,282
+823
+15% +$66.1K 0.01% 1133
2020
Q3 		$412K Buy
5,459
+469
+9% +$35.7K 0.01% 1133
2020
Q2 		$368K Buy
+4,990
New +$357K ﹤0.01% 1133
2020
Q1 		– Sell
-3,295
Closed -$305K – 1392
2019
Q4 		$305K Sell
3,295
-99
-3% -$8.83K ﹤0.01% 1227
2019
Q3 		$297K Sell
3,394
-4,841
-59% -$415K ﹤0.01% 1188
2019
Q2 		$706K Sell
8,235
-99
-1% -$8.41K 0.01% 874
2019
Q1 		$712K Buy
8,334
+579
+7% +$48.2K 0.01% 846
2018
Q4 		$597K Sell
7,755
-357
-4% -$30.2K 0.01% 818
2018
Q3 		$734K Buy
8,112
+5,517
+213% +$496K 0.01% 805
2018
Q2 		$225K Buy
2,595
+14
+0.5% +$1.21K ﹤0.01% 1218
2018
Q1 		$218K Buy
2,581
+101
+4% +$8.92K ﹤0.01% 1233
2017
Q4 		$219K Buy
+2,480
New +$214K ﹤0.01% 1260

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

MML Investors Services's AIVL Position: Q3 2022 in Review

MML Investors Services sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2022, closing a stake of 2,395 shares — an estimated $212K sold.

MML Investors Services first reported a position in AIVL in Q4 2017 and held it in 18 quarters. The position peaked at $1M in Q2 2021. 121 funds tracked by Wall St. Rank hold AIVL as of Q3 2022.

  • MML Investors Services reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2022 after selling out during the quarter.
  • MML Investors Services sold 2,395 WisdomTree US AI Enhanced Value Fund shares in Q3 2022, an estimated $212K.
  • MML Investors Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 18 quarters.
  • MML Investors Services's WisdomTree US AI Enhanced Value Fund position peaked at $1M in Q2 2021.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2022.

Based on MML Investors Services's 13F filing for Q3 2022, filed 14 Nov 2022.