Simplicity Solutions’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Simplicity Solutions’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
2020 Q4	–	Sell	-14,749	Closed	-$1.11M	–	936
2020 Q3	$1.11M	Sell	14,749 -17,374	-54%	-$1.32M	0.02%	458
2020 Q2	$2.37M	Buy	+32,123	New	+$2.3M	0.05%	277
2020 Q1	–	Sell	-167,210	Closed	-$15.5M	–	722
2019 Q4	$15.5M	Buy	167,210 +79,374	+90%	+$7.08M	0.47%	42
2019 Q3	$7.68M	Buy	+87,836	New	+$7.53M	0.31%	54

Other funds holding AIVL

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HCP

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Simplicity Solutions's AIVL Position: Q4 2020 in Review

Simplicity Solutions sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2020, closing a stake of 14,749 shares — an estimated $1.11M sold.

Simplicity Solutions first reported a position in AIVL in Q3 2019 and held it in 4 quarters. The position peaked at $15.5M in Q4 2019. 130 funds tracked by Wall St. Rank hold AIVL as of Q4 2020.

Simplicity Solutions reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2020 after selling out during the quarter.
Simplicity Solutions sold 14,749 WisdomTree US AI Enhanced Value Fund shares in Q4 2020, an estimated $1.11M.
Simplicity Solutions first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2019 and held it in 4 quarters.
Simplicity Solutions's WisdomTree US AI Enhanced Value Fund position peaked at $15.5M in Q4 2019.
130 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.