Raymond James Financial Services Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Raymond James Financial Services 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
2017 Q1	–	Sell	-6,417	Closed	-$240K	–	2430
2016 Q4	$240K	Buy	+6,417	New	+$240K	﹤0.01%	1941
2013 Q3	–	Sell	-45,473	Closed	-$1.82M	–	505
2013 Q2	$1.82M	Buy	+45,473	New	+$1.95M	0.05%	414

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 $71.6B AUM 21.08% 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 $1.04B AUM 19.88% 1-Year Est. Return

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

Raymond James Financial Services Advisors's AIVI Position: Q1 2017 in Review

Raymond James Financial Services Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2017, closing a stake of 6,417 shares — an estimated $240K sold.

Raymond James Financial Services Advisors first reported a position in AIVI in Q2 2013 and held it in 2 quarters. The position peaked at $1.82M in Q2 2013. 47 funds tracked by Wall St. Rank hold AIVI as of Q1 2017.

Raymond James Financial Services Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2017 after selling out during the quarter.
Raymond James Financial Services Advisors sold 6,417 WisdomTree International AI Enhanced Value Fund shares in Q1 2017, an estimated $240K.
Raymond James Financial Services Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2013 and held it in 2 quarters.
Raymond James Financial Services Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $1.82M in Q2 2013.
47 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2017.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2017, filed 9 May 2017.