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Plante Moran Financial Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Plante Moran Financial Advisors’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
2015
Q4 		– Sell
-150
Closed -$6K – 949
2015
Q3 		$6K Buy
+150
New +$6.19K ﹤0.01% 551

Other funds holding AIVI

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Plante Moran Financial Advisors's AIVI Position: Q4 2015 in Review

Plante Moran Financial Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2015, closing a stake of 150 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in AIVI in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 51 funds tracked by Wall St. Rank hold AIVI as of Q4 2015.

  • Plante Moran Financial Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 150 WisdomTree International AI Enhanced Value Fund shares in Q4 2015, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $6K in Q3 2015.
  • 51 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.