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RE Dickinson Investment Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

RE Dickinson Investment Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-234
Closed – – 287
2022
Q1 		$0 Hold
234
– – ﹤0.01% 281
2021
Q4 		$24K Buy
+234
New +$22.8K 0.02% 125

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SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

RE Dickinson Investment Advisors's AIVL Position: Q2 2022 in Review

RE Dickinson Investment Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2022, closing a stake of 234 shares.

RE Dickinson Investment Advisors first reported a position in AIVL in Q4 2021 and held it in 2 quarters. The position peaked at $24K in Q4 2021. 125 funds tracked by Wall St. Rank hold AIVL as of Q2 2022.

  • RE Dickinson Investment Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2022 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 234 WisdomTree US AI Enhanced Value Fund shares in Q2 2022.
  • RE Dickinson Investment Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2021 and held it in 2 quarters.
  • RE Dickinson Investment Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $24K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.