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

Nalls Sherbakoff 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
2018 Q4	$29K	Buy	+380	New	+$32.1K	0.05%	190

Other funds holding AIVL

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Nalls Sherbakoff Group's AIVL Position: Q4 2018 in Review

Nalls Sherbakoff Group opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2018: 380 shares worth $29K. The stake represents 0.05% of the portfolio and ranks #190 among its holdings.

139 funds tracked by Wall St. Rank hold AIVL as of Q4 2018.

Nalls Sherbakoff Group held 380 shares of WisdomTree US AI Enhanced Value Fund worth $29K as of Q4 2018.
WisdomTree US AI Enhanced Value Fund was a new Nalls Sherbakoff Group position in Q4 2018.
WisdomTree US AI Enhanced Value Fund made up 0.05% of Nalls Sherbakoff Group's portfolio in Q4 2018, its #190 holding.
139 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2018.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2018, filed 13 Feb 2019.