Smart Money Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Smart Money Group’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 Q2	–	Sell	-7,032	Closed	-$454K	–	83
2020 Q1	$454K	Sell	7,032 -23,054	-77%	-$1.91M	0.32%	56
2019 Q4	$2.78M	Buy	30,086 +7,300	+32%	+$651K	1.63%	15
2019 Q3	$1.99M	Sell	22,786 -11,190	-33%	-$959K	1.6%	17
2019 Q2	$2.91M	Buy	33,976 +2,429	+8%	+$206K	2.41%	11
2019 Q1	$2.7M	Sell	31,547 -10,628	-25%	-$884K	2.36%	11
2018 Q4	$3.25M	Buy	+42,175	New	+$3.56M	3.36%	7
2018 Q3	–	Sell	-46,939	Closed	-$4.08M	–	56
2018 Q2	$4.08M	Buy	+46,939	New	+$4.05M	3.66%	8

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

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

Smart Money Group's AIVL Position: Q2 2020 in Review

Smart Money Group sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2020, closing a stake of 7,032 shares — an estimated $454K sold.

Smart Money Group first reported a position in AIVL in Q2 2018 and held it in 7 quarters. The position peaked at $4.08M in Q2 2018. 133 funds tracked by Wall St. Rank hold AIVL as of Q2 2020.

Smart Money Group reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2020 after selling out during the quarter.
Smart Money Group sold 7,032 WisdomTree US AI Enhanced Value Fund shares in Q2 2020, an estimated $454K.
Smart Money Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2018 and held it in 7 quarters.
Smart Money Group's WisdomTree US AI Enhanced Value Fund position peaked at $4.08M in Q2 2018.
133 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2020.

Based on Smart Money Group's 13F filing for Q2 2020, filed 29 Jul 2020.