Red Door Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Red Door Wealth Management’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
2021 Q3	–	Sell	-1,520	Closed	-$147K	–	170
2021 Q2	$147K	Buy	+1,520	New	+$149K	0.06%	169
2020 Q3	–	Sell	-1,520	Closed	-$112K	–	116
2020 Q2	$112K	Hold	1,520	–	–	0.08%	124
2020 Q1	$98K	Buy	+1,520	New	+$126K	0.09%	122

Other funds holding AIVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Red Door Wealth Management's AIVL Position: Q3 2021 in Review

Red Door Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2021, closing a stake of 1,520 shares — an estimated $147K sold.

Red Door Wealth Management first reported a position in AIVL in Q1 2020 and held it in 3 quarters. The position peaked at $147K in Q2 2021. 130 funds tracked by Wall St. Rank hold AIVL as of Q3 2021.

Red Door Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 1,520 WisdomTree US AI Enhanced Value Fund shares in Q3 2021, an estimated $147K.
Red Door Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $147K in Q2 2021.
130 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.