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NVWM LLC’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

NVWM LLC’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
2020
Q4 		– Sell
-46
Closed -$3K – 398
2020
Q3 		$3K Hold
46
– – ﹤0.01% 320
2020
Q2 		$3K Hold
46
– – ﹤0.01% 295
2020
Q1 		$3K Hold
46
– – ﹤0.01% 275
2019
Q4 		$4K Hold
46
– – ﹤0.01% 270
2019
Q3 		$4K Sell
46
-775
-94% -$66.4K ﹤0.01% 303
2019
Q2 		$70K Hold
821
– – 0.04% 188
2019
Q1 		$70K Hold
821
– – 0.05% 168
2018
Q4 		$63K Hold
821
– – 0.05% 168
2018
Q3 		$74K Hold
821
– – 0.05% 168
2018
Q2 		$71K Hold
821
– – 0.05% 162
2018
Q1 		$68K Hold
821
– – 0.05% 169
2017
Q4 		$73K Buy
+821
New +$71K 0.06% 160

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return