Rehmann Capital Advisory Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Rehmann Capital Advisory Group’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
2020 Q4	–	Sell	-3,408	Closed	-$257K	–	482
2020 Q3	$257K	Sell	3,408 -9,380	-73%	-$715K	0.03%	355
2020 Q2	$943K	Sell	12,788 -8,370	-40%	-$599K	0.13%	136
2020 Q1	$1.37M	Buy	+21,158	New	+$1.76M	0.22%	82
2019 Q3	–	Sell	-23,906	Closed	-$2.05M	–	1696
2019 Q2	$2.05M	Sell	23,906 -1,408	-6%	-$120K	0.25%	67
2019 Q1	$2.16M	Buy	+25,314	New	+$2.11M	0.29%	52
2018 Q4	–	Sell	-23,635	Closed	-$2.14M	–	1837
2018 Q3	$2.14M	Buy	23,635 +254	+1%	+$22.8K	0.29%	52
2018 Q2	$2.03M	Buy	23,381 +22,483	+2,504%	+$1.94M	0.29%	60
2018 Q1	$76K	Buy	+898	New	+$79.3K	0.01%	621

Other funds holding AIVL

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

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

JIP

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

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

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

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

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

SPIA

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

RJFSA

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Rehmann Capital Advisory Group's AIVL Position: Q4 2020 in Review

Rehmann Capital Advisory Group sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2020, closing a stake of 3,408 shares — an estimated $257K sold.

Rehmann Capital Advisory Group first reported a position in AIVL in Q1 2018 and held it in 8 quarters. The position peaked at $2.16M in Q1 2019. 130 funds tracked by Wall St. Rank hold AIVL as of Q4 2020.

Rehmann Capital Advisory Group reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2020 after selling out during the quarter.
Rehmann Capital Advisory Group sold 3,408 WisdomTree US AI Enhanced Value Fund shares in Q4 2020, an estimated $257K.
Rehmann Capital Advisory Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2018 and held it in 8 quarters.
Rehmann Capital Advisory Group's WisdomTree US AI Enhanced Value Fund position peaked at $2.16M in Q1 2019.
130 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2020.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2020, filed 19 Feb 2021.