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Orion Portfolio Solutions’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-529
Closed -$49K – 1882
2019
Q4 		$49K Buy
+529
New +$47.2K ﹤0.01% 553

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
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
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's AIVL Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2020, closing a stake of 529 shares — an estimated $49K sold.

Orion Portfolio Solutions first reported a position in AIVL in Q4 2019 and held it in 1 quarter. The position peaked at $49K in Q4 2019. 135 funds tracked by Wall St. Rank hold AIVL as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 529 WisdomTree US AI Enhanced Value Fund shares in Q1 2020, an estimated $49K.
  • Orion Portfolio Solutions first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's WisdomTree US AI Enhanced Value Fund position peaked at $49K in Q4 2019.
  • 135 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.