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Snowden Capital Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Snowden Capital 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
2022
Q1 		– Sell
-68
Closed -$6K – 1055
2021
Q4 		$6K Buy
+68
New +$6.63K ﹤0.01% 1634

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SL
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Commonwealth Equity Services
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Snowden Capital Advisors's AIVL Position: Q1 2022 in Review

Snowden Capital Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2022, closing a stake of 68 shares — an estimated $6K sold.

Snowden Capital Advisors first reported a position in AIVL in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 131 funds tracked by Wall St. Rank hold AIVL as of Q1 2022.

  • Snowden Capital Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 68 WisdomTree US AI Enhanced Value Fund shares in Q1 2022, an estimated $6K.
  • Snowden Capital Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $6K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.