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Romano Brothers & Co’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-200
Closed -$18.4K – 319
2022
Q4 		$18.4K Buy
+200
New +$18K ﹤0.01% 631

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

Romano Brothers & Co's AIVL Position: Q1 2023 in Review

Romano Brothers & Co sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2023, closing a stake of 200 shares — an estimated $18.4K sold.

Romano Brothers & Co first reported a position in AIVL in Q4 2022 and held it in 1 quarter. The position peaked at $18.4K in Q4 2022. 119 funds tracked by Wall St. Rank hold AIVL as of Q1 2023.

  • Romano Brothers & Co reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 200 WisdomTree US AI Enhanced Value Fund shares in Q1 2023, an estimated $18.4K.
  • Romano Brothers & Co first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's WisdomTree US AI Enhanced Value Fund position peaked at $18.4K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.