SOA Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

SOA Wealth 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
2023 Q2	–	Sell	-319	Closed	-$29.2K	–	939
2023 Q1	$29.2K	Hold	319	–	–	0.01%	359
2022 Q4	$29.3K	Hold	319	–	–	0.01%	346
2022 Q3	$26K	Hold	319	–	–	0.01%	344
2022 Q2	$28K	Hold	319	–	–	0.01%	333
2022 Q1	$31K	Hold	319	–	–	0.01%	382
2021 Q4	$32K	Hold	319	–	–	0.01%	365
2021 Q3	$29K	Hold	319	–	–	0.01%	387
2021 Q2	$31K	Hold	319	–	–	0.01%	384
2021 Q1	$30K	Hold	319	–	–	0.01%	327
2020 Q4	$27K	Buy	+319	New	+$25.6K	0.01%	346

Other funds holding AIVL

JIP

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

NFW

Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCP

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SOA Wealth Advisors's AIVL Position: Q2 2023 in Review

SOA Wealth Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2023, closing a stake of 319 shares — an estimated $29.2K sold.

SOA Wealth Advisors first reported a position in AIVL in Q4 2020 and held it in 10 quarters. The position peaked at $32K in Q4 2021. 113 funds tracked by Wall St. Rank hold AIVL as of Q2 2023.

SOA Wealth Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 319 WisdomTree US AI Enhanced Value Fund shares in Q2 2023, an estimated $29.2K.
SOA Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2020 and held it in 10 quarters.
SOA Wealth Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $32K in Q4 2021.
113 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.