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Sargent Bickham Lagudis’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Sargent Bickham Lagudis’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
2016
Q3 		– Sell
-300
Closed -$13K – 721
2016
Q2 		$13K Hold
300
– – ﹤0.01% 510
2016
Q1 		$13K Buy
+300
New +$11K ﹤0.01% 531

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sargent Bickham Lagudis's AIVI Position: Q3 2016 in Review

Sargent Bickham Lagudis sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2016, closing a stake of 300 shares — an estimated $13K sold.

Sargent Bickham Lagudis first reported a position in AIVI in Q1 2016 and held it in 2 quarters. The position peaked at $13K in Q2 2016. 45 funds tracked by Wall St. Rank hold AIVI as of Q3 2016.

  • Sargent Bickham Lagudis reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 300 WisdomTree International AI Enhanced Value Fund shares in Q3 2016, an estimated $13K.
  • Sargent Bickham Lagudis first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2016 and held it in 2 quarters.
  • Sargent Bickham Lagudis's WisdomTree International AI Enhanced Value Fund position peaked at $13K in Q2 2016.
  • 45 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2016, filed 13 Sep 2021.