Sequoia Financial Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Sequoia Financial Advisors’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
2024 Q4	–	Sell	-3,100	Closed	-$345K	–	1354
2024 Q3	$345K	Hold	3,100	–	–	﹤0.01%	909
2024 Q2	$309K	Hold	3,100	–	–	﹤0.01%	879
2024 Q1	$316K	Hold	3,100	–	–	﹤0.01%	838
2023 Q4	$297K	Hold	3,100	–	–	﹤0.01%	936
2023 Q3	$276K	Hold	3,100	–	–	﹤0.01%	723
2023 Q2	$290K	Hold	3,100	–	–	0.01%	714
2023 Q1	$284K	Hold	3,100	–	–	0.01%	649
2022 Q4	$285K	Buy	+3,100	New	+$279K	0.01%	604

Other funds holding AIVL

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

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

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

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

FGWP

Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return

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

Sequoia Financial Advisors's AIVL Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2024, closing a stake of 3,100 shares — an estimated $345K sold.

Sequoia Financial Advisors first reported a position in AIVL in Q4 2022 and held it in 8 quarters. The position peaked at $345K in Q3 2024. 116 funds tracked by Wall St. Rank hold AIVL as of Q4 2024.

Sequoia Financial Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 3,100 WisdomTree US AI Enhanced Value Fund shares in Q4 2024, an estimated $345K.
Sequoia Financial Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2022 and held it in 8 quarters.
Sequoia Financial Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $345K in Q3 2024.
116 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.