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Money Concepts Capital’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-282
Closed -$25.9K – 527
2022
Q4 		$25.9K Buy
+282
New +$25.4K ﹤0.01% 1545
2022
Q2 		– Sell
-282
Closed -$28K – 1464
2022
Q1 		$28K Buy
+282
New +$27.8K ﹤0.01% 1457

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

Money Concepts Capital's AIVL Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2023, closing a stake of 282 shares — an estimated $25.9K sold.

Money Concepts Capital first reported a position in AIVL in Q1 2022 and held it in 2 quarters. The position peaked at $28K in Q1 2022. 119 funds tracked by Wall St. Rank hold AIVL as of Q1 2023.

  • Money Concepts Capital reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 282 WisdomTree US AI Enhanced Value Fund shares in Q1 2023, an estimated $25.9K.
  • Money Concepts Capital first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's WisdomTree US AI Enhanced Value Fund position peaked at $28K in Q1 2022.
  • 119 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.