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Ridgewood Investments’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Ridgewood Investments’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
2023
Q3 		– Sell
-100
Closed -$9.35K – 200
2023
Q2 		$9.35K Hold
100
– – 0.01% 520
2023
Q1 		$9.17K Buy
+100
New +$9.31K 0.01% 522

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ridgewood Investments's AIVL Position: Q3 2023 in Review

Ridgewood Investments sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2023, closing a stake of 100 shares — an estimated $9.35K sold.

Ridgewood Investments first reported a position in AIVL in Q1 2023 and held it in 2 quarters. The position peaked at $9.35K in Q2 2023. 111 funds tracked by Wall St. Rank hold AIVL as of Q3 2023.

  • Ridgewood Investments reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 100 WisdomTree US AI Enhanced Value Fund shares in Q3 2023, an estimated $9.35K.
  • Ridgewood Investments first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2023 and held it in 2 quarters.
  • Ridgewood Investments's WisdomTree US AI Enhanced Value Fund position peaked at $9.35K in Q2 2023.
  • 111 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.