Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-285
Closed -$13K – 1384
2015
Q1 		$13K Buy
+285
New +$12.5K ﹤0.01% 967

Other funds holding AIVI

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Northwestern Mutual Wealth Management's AIVI Position: Q2 2015 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2015, closing a stake of 285 shares — an estimated $13K sold.

Northwestern Mutual Wealth Management first reported a position in AIVI in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 57 funds tracked by Wall St. Rank hold AIVI as of Q2 2015.

  • Northwestern Mutual Wealth Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2015 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 285 WisdomTree International AI Enhanced Value Fund shares in Q2 2015, an estimated $13K.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2015 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's WisdomTree International AI Enhanced Value Fund position peaked at $13K in Q1 2015.
  • 57 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2015.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2015, filed 14 Aug 2015.