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Planning Capital Management Corporation’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		– Sell
-412
Closed -$16.2K – 784
2024
Q2 		$16.2K Buy
412
+11
+3% +$448 0.01% 326
2024
Q1 		$16.4K Buy
401
+2
+0.5% +$80 0.01% 330
2023
Q4 		$16.1K Buy
+399
New +$15.3K 0.01% 340

Other funds holding AIVI

BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Planning Capital Management Corporation's AIVI Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2024, closing a stake of 412 shares — an estimated $16.2K sold.

Planning Capital Management Corporation first reported a position in AIVI in Q4 2023 and held it in 3 quarters. The position peaked at $16.4K in Q1 2024. 28 funds tracked by Wall St. Rank hold AIVI as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 412 WisdomTree International AI Enhanced Value Fund shares in Q3 2024, an estimated $16.2K.
  • Planning Capital Management Corporation first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's WisdomTree International AI Enhanced Value Fund position peaked at $16.4K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.