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Sterling Investment Advisors (Pennsylvania)’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2017
Q3 		– Sell
-120
Closed -$5K – 344
2017
Q2 		$5K Hold
120
– – ﹤0.01% 320
2017
Q1 		$5K Hold
120
– – ﹤0.01% 302
2016
Q4 		$4K Buy
+120
New +$4.49K ﹤0.01% 277

Other funds holding AIVI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $79.5B AUM 27.1% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s AIVI Position: Q3 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2017, closing a stake of 120 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in AIVI in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2017. 47 funds tracked by Wall St. Rank hold AIVI as of Q3 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 120 WisdomTree International AI Enhanced Value Fund shares in Q3 2017, an estimated $5K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2016 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s WisdomTree International AI Enhanced Value Fund position peaked at $5K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2017, filed 3 Nov 2017.