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Royal Fund Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Royal Fund 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
2017
Q4 		– Sell
-132
Closed -$11K – 638
2017
Q3 		$11K Buy
+132
New +$10.9K ﹤0.01% 290

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GPW
GFS Private Wealth Clearwater, Florida $292M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Royal Fund Management's AIVL Position: Q4 2017 in Review

Royal Fund Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2017, closing a stake of 132 shares — an estimated $11K sold.

Royal Fund Management first reported a position in AIVL in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 139 funds tracked by Wall St. Rank hold AIVL as of Q4 2017.

  • Royal Fund Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2017 after selling out during the quarter.
  • Royal Fund Management sold 132 WisdomTree US AI Enhanced Value Fund shares in Q4 2017, an estimated $11K.
  • Royal Fund Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2017 and held it in 1 quarter.
  • Royal Fund Management's WisdomTree US AI Enhanced Value Fund position peaked at $11K in Q3 2017.
  • 139 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2017.

Based on Royal Fund Management's 13F filing for Q4 2017, filed 7 May 2020.