Pinnacle Advisory Group’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Pinnacle Advisory Group’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
2017 Q1	–	Sell	-8,000	Closed	-$299K	–	191
2016 Q4	$299K	Buy	8,000 +1,460	+22%	+$54.6K	0.02%	147
2016 Q3	$247K	Hold	6,540	–	–	0.02%	113
2016 Q2	$247K	Hold	6,540	–	–	0.02%	112
2016 Q1	$250K	Sell	6,540 -335	-5%	-$12.3K	0.02%	98
2015 Q4	$261K	Sell	6,875 -2,129	-24%	-$84.1K	0.02%	94
2015 Q3	$343K	Buy	+9,004	New	+$371K	0.04%	68
2015 Q2	–	Sell	-15,592	Closed	-$684K	–	113
2015 Q1	$684K	Sell	15,592 -139,184	-90%	-$6.12M	0.06%	67
2014 Q4	$6.66M	Sell	154,776 -423,829	-73%	-$19.1M	0.6%	29
2014 Q3	$27.1M	Buy	578,605 +25,139	+5%	+$1.24M	3.47%	10
2014 Q2	$28M	Buy	+553,466	New	+$27.9M	3.29%	12

Other funds holding AIVI

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCM

Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Advisory Group's AIVI Position: Q1 2017 in Review

Pinnacle Advisory Group sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2017, closing a stake of 8,000 shares — an estimated $299K sold.

Pinnacle Advisory Group first reported a position in AIVI in Q2 2014 and held it in 10 quarters. The position peaked at $28M in Q2 2014. 47 funds tracked by Wall St. Rank hold AIVI as of Q1 2017.

Pinnacle Advisory Group reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2017 after selling out during the quarter.
Pinnacle Advisory Group sold 8,000 WisdomTree International AI Enhanced Value Fund shares in Q1 2017, an estimated $299K.
Pinnacle Advisory Group first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2014 and held it in 10 quarters.
Pinnacle Advisory Group's WisdomTree International AI Enhanced Value Fund position peaked at $28M in Q2 2014.
47 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2017.

Based on Pinnacle Advisory Group's 13F filing for Q1 2017, filed 24 Apr 2017.