NEXT Financial Holdings’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

NEXT Financial Holdings’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 Q1	$119K	Buy	+1,394	New	+$116K	0.03%	487

Other funds holding AIVL

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NEXT Financial Holdings's AIVL Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2019: 1,394 shares worth $119K. The stake represents 0.03% of the portfolio and ranks #487 among its holdings.

143 funds tracked by Wall St. Rank hold AIVL as of Q1 2019.

NEXT Financial Holdings held 1,394 shares of WisdomTree US AI Enhanced Value Fund worth $119K as of Q1 2019.
WisdomTree US AI Enhanced Value Fund was a new NEXT Financial Holdings position in Q1 2019.
WisdomTree US AI Enhanced Value Fund made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #487 holding.
143 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.