Sowell Financial Services’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Sowell Financial Services’s Portfolio AIVI Stock Details AIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-400	Closed	-$18K	–	575
2021 Q1	$18K	Hold	400	–	–	﹤0.01%	2086
2020 Q4	$16K	Hold	400	–	–	﹤0.01%	1824
2020 Q3	$14K	Hold	400	–	–	﹤0.01%	1687
2020 Q2	$14K	Hold	400	–	–	﹤0.01%	1564
2020 Q1	$13K	Hold	400	–	–	﹤0.01%	1515
2019 Q4	$17K	Hold	400	–	–	﹤0.01%	1485
2019 Q3	$16K	Buy	+400	New	+$16.1K	﹤0.01%	1356

Other funds holding AIVI

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

TCM

Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Sowell Financial Services's AIVI Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2021, closing a stake of 400 shares — an estimated $18K sold.

Sowell Financial Services first reported a position in AIVI in Q3 2019 and held it in 7 quarters. The position peaked at $18K in Q1 2021. 42 funds tracked by Wall St. Rank hold AIVI as of Q2 2021.

Sowell Financial Services reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 400 WisdomTree International AI Enhanced Value Fund shares in Q2 2021, an estimated $18K.
Sowell Financial Services first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's WisdomTree International AI Enhanced Value Fund position peaked at $18K in Q1 2021.
42 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.