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

Sculati Wealth 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
2023 Q2	–	Sell	-2,377	Closed	-$218K	–	107
2023 Q1	$218K	Hold	2,377	–	–	0.12%	105
2022 Q4	$218K	Buy	+2,377	New	+$214K	0.12%	100
2022 Q3	–	Sell	-2,377	Closed	-$211K	–	116
2022 Q2	$211K	Sell	2,377 -1,020	-30%	-$96.7K	0.12%	108
2022 Q1	$337K	Buy	3,397 +370	+12%	+$36.5K	0.16%	92
2021 Q4	$306K	Buy	3,027 +560	+23%	+$54.6K	0.15%	95
2021 Q3	$232K	Hold	2,467	–	–	0.12%	104
2021 Q2	$240K	Buy	2,467 +5	+0.2%	+$489	0.13%	101
2021 Q1	$232K	Hold	2,462	–	–	0.13%	105
2020 Q4	$206K	Buy	+2,462	New	+$198K	0.14%	100
2020 Q1	–	Sell	-2,306	Closed	-$213K	–	100
2019 Q4	$213K	Buy	+2,306	New	+$206K	0.19%	84

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sculati Wealth Management's AIVL Position: Q2 2023 in Review

Sculati Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2023, closing a stake of 2,377 shares — an estimated $218K sold.

Sculati Wealth Management first reported a position in AIVL in Q4 2019 and held it in 10 quarters. The position peaked at $337K in Q1 2022. 113 funds tracked by Wall St. Rank hold AIVL as of Q2 2023.

Sculati Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2023 after selling out during the quarter.
Sculati Wealth Management sold 2,377 WisdomTree US AI Enhanced Value Fund shares in Q2 2023, an estimated $218K.
Sculati Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2019 and held it in 10 quarters.
Sculati Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $337K in Q1 2022.
113 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2023.

Based on Sculati Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.