RIL
AIVI icon

Rothschild Investment LLC’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Rothschild Investment LLC’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,599
Closed -$267K – 410
2013
Q4 		$267K Buy
5,599
+24
+0.4% +$1.12K 0.04% 351
2013
Q3 		$253K Buy
5,575
+24
+0.4% +$1.03K 0.04% 334
2013
Q2 		$223K Buy
+5,551
New +$238K 0.04% 320

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FBT
Founders Bank & Trust Grand Rapids, Michigan $190M AUM 7.04% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rothschild Investment LLC's AIVI Position: Q1 2014 in Review

Rothschild Investment LLC sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2014, closing a stake of 5,599 shares — an estimated $267K sold.

Rothschild Investment LLC first reported a position in AIVI in Q2 2013 and held it in 3 quarters. The position peaked at $267K in Q4 2013. 56 funds tracked by Wall St. Rank hold AIVI as of Q1 2014.

  • Rothschild Investment LLC reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2014 after selling out during the quarter.
  • Rothschild Investment LLC sold 5,599 WisdomTree International AI Enhanced Value Fund shares in Q1 2014, an estimated $267K.
  • Rothschild Investment LLC first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2013 and held it in 3 quarters.
  • Rothschild Investment LLC's WisdomTree International AI Enhanced Value Fund position peaked at $267K in Q4 2013.
  • 56 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2014.

Based on Rothschild Investment LLC's 13F filing for Q1 2014, filed 28 Apr 2014.