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Sloy Dahl & Holst’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Sloy Dahl & Holst’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
Q1 		– Sell
-2,353
Closed -$218K – 64
2020
Q4 		$218K Buy
+2,353
New +$189K 0.1% 48
2020
Q1 		– Sell
-2,353
Closed -$217K – 37
2019
Q4 		$217K Buy
+2,353
New +$210K 0.2% 44

Other funds holding AIVL

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Sloy Dahl & Holst's AIVL Position: Q1 2021 in Review

Sloy Dahl & Holst sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2021, closing a stake of 2,353 shares — an estimated $218K sold.

Sloy Dahl & Holst first reported a position in AIVL in Q4 2019 and held it in 2 quarters. The position peaked at $218K in Q4 2020. 130 funds tracked by Wall St. Rank hold AIVL as of Q1 2021.

  • Sloy Dahl & Holst reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2021 after selling out during the quarter.
  • Sloy Dahl & Holst sold 2,353 WisdomTree US AI Enhanced Value Fund shares in Q1 2021, an estimated $218K.
  • Sloy Dahl & Holst first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2019 and held it in 2 quarters.
  • Sloy Dahl & Holst's WisdomTree US AI Enhanced Value Fund position peaked at $218K in Q4 2020.
  • 130 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2021.

Based on Sloy Dahl & Holst's 13F filing for Q1 2021, filed 12 May 2021.