One Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

One Wealth Advisors’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 Q2	–	Sell	-190	Closed	-$16K	–	132
2019 Q1	$16K	Buy	+190	New	+$15.8K	0.01%	282
2018 Q4	–	Sell	-190	Closed	-$17K	–	117
2018 Q3	$17K	Hold	190	–	–	0.01%	325
2018 Q2	$17K	Buy	+190	New	+$16.4K	0.01%	318
2018 Q1	–	Sell	-190	Closed	-$17K	–	515
2017 Q4	$17K	Buy	+190	New	+$16.4K	0.01%	333

Other funds holding AIVL

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

HCP

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

LWA

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

One Wealth Advisors's AIVL Position: Q2 2019 in Review

One Wealth Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2019, closing a stake of 190 shares — an estimated $16K sold.

One Wealth Advisors first reported a position in AIVL in Q4 2017 and held it in 4 quarters. The position peaked at $17K in Q3 2018. 139 funds tracked by Wall St. Rank hold AIVL as of Q2 2019.

One Wealth Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 190 WisdomTree US AI Enhanced Value Fund shares in Q2 2019, an estimated $16K.
One Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 4 quarters.
One Wealth Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $17K in Q3 2018.
139 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.