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Ranch Capital Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Ranch Capital 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
2020
Q1 		– Sell
-226
Closed -$10K – 865
2019
Q4 		$10K Buy
+226
New +$9.43K 0.01% 664

Other funds holding AIVI

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Ameriprise
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TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ranch Capital Advisors's AIVI Position: Q1 2020 in Review

Ranch Capital Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2020, closing a stake of 226 shares — an estimated $10K sold.

Ranch Capital Advisors first reported a position in AIVI in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 42 funds tracked by Wall St. Rank hold AIVI as of Q1 2020.

  • Ranch Capital Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2020 after selling out during the quarter.
  • Ranch Capital Advisors sold 226 WisdomTree International AI Enhanced Value Fund shares in Q1 2020, an estimated $10K.
  • Ranch Capital Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2019 and held it in 1 quarter.
  • Ranch Capital Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $10K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2020.

Based on Ranch Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.