Nauset Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Nauset Wealth Management’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 Q1	$17K	Buy	+174	New	+$17.1K	0.01%	181

Other funds holding AIVL

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

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Nauset Wealth Management's AIVL Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2022: 174 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings.

131 funds tracked by Wall St. Rank hold AIVL as of Q1 2022.

Nauset Wealth Management held 174 shares of WisdomTree US AI Enhanced Value Fund worth $17K as of Q1 2022.
WisdomTree US AI Enhanced Value Fund was a new Nauset Wealth Management position in Q1 2022.
WisdomTree US AI Enhanced Value Fund made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #181 holding.
131 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.