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Sigma Planning Corp’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Sigma Planning Corp’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
2021
Q2 		– Sell
-2,152
Closed -$203K – 1416
2021
Q1 		$203K Buy
+2,152
New +$191K 0.01% 1215
2020
Q4 		– Sell
-3,028
Closed -$228K – 1199
2020
Q3 		$228K Sell
3,028
-87
-3% -$6.63K 0.01% 908
2020
Q2 		$230K Sell
3,115
-1,560
-33% -$112K 0.01% 884
2020
Q1 		$302K Buy
4,675
+391
+9% +$32.4K 0.02% 648
2019
Q4 		$396K Sell
4,284
-134
-3% -$12K 0.02% 673
2019
Q3 		$386K Sell
4,418
-233
-5% -$20K 0.02% 670
2019
Q2 		$399K Sell
4,651
-189
-4% -$16.1K 0.02% 626
2019
Q1 		$414K Buy
4,840
+29
+0.6% +$2.41K 0.02% 564
2018
Q4 		$370K Sell
4,811
-5
-0.1% -$422 0.03% 532
2018
Q3 		$436K Sell
4,816
-190
-4% -$17.1K 0.03% 529
2018
Q2 		$435K Buy
5,006
+83
+2% +$7.15K 0.03% 498
2018
Q1 		$416K Buy
4,923
+94
+2% +$8.3K 0.03% 490
2017
Q4 		$427K Sell
4,829
-78
-2% -$6.75K 0.03% 481
2017
Q3 		$414K Buy
4,907
+23
+0.5% +$1.9K 0.03% 490
2017
Q2 		$402K Buy
4,884
+7
+0.1% +$575 0.04% 472
2017
Q1 		$403K Sell
4,877
-32
-0.7% -$2.63K 0.04% 464
2016
Q4 		$394K Sell
4,909
-96
-2% -$7.57K 0.04% 424
2016
Q3 		$393K Hold
5,005
– – 0.05% 415
2016
Q2 		$386K Buy
5,005
+1,184
+31% +$88.9K 0.05% 396
2016
Q1 		$288K Sell
3,821
-120
-3% -$8.44K 0.04% 464
2015
Q4 		$277K Sell
3,941
-94
-2% -$6.7K 0.04% 480
2015
Q3 		$271K Sell
4,035
-2,236
-36% -$159K 0.04% 461
2015
Q2 		$461K Buy
6,271
+3
+0% +$228 0.06% 354
2015
Q1 		$476K Sell
6,268
-60
-0.9% -$4.57K 0.06% 356
2014
Q4 		$485K Buy
+6,328
New +$474K 0.06% 338

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sigma Planning Corp's AIVL Position: Q2 2021 in Review

Sigma Planning Corp sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2021, closing a stake of 2,152 shares — an estimated $203K sold.

Sigma Planning Corp first reported a position in AIVL in Q4 2014 and held it in 25 quarters. The position peaked at $485K in Q4 2014. 133 funds tracked by Wall St. Rank hold AIVL as of Q2 2021.

  • Sigma Planning Corp reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 2,152 WisdomTree US AI Enhanced Value Fund shares in Q2 2021, an estimated $203K.
  • Sigma Planning Corp first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2014 and held it in 25 quarters.
  • Sigma Planning Corp's WisdomTree US AI Enhanced Value Fund position peaked at $485K in Q4 2014.
  • 133 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2021.

Based on Sigma Planning Corp's 13F filing for Q2 2021, filed 13 Aug 2021.