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Strategic Wealth Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-4
Closed – – 144
2019
Q3 		$0 Hold
4
– – ﹤0.01% 723
2019
Q2 		$0 Hold
4
– – ﹤0.01% 729
2019
Q1 		$0 Hold
4
– – ﹤0.01% 765
2018
Q4 		$0 Hold
4
– – ﹤0.01% 680
2018
Q3 		$0 Hold
4
– – ﹤0.01% 635
2018
Q2 		$0 Buy
+4
New +$345 ﹤0.01% 744

Other funds holding AIVL

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Strategic Wealth Partners's AIVL Position: Q4 2019 in Review

Strategic Wealth Partners sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2019, closing a stake of 4 shares.

Strategic Wealth Partners first reported a position in AIVL in Q2 2018 and held it in 6 quarters. The position peaked at $0 in Q3 2019. 154 funds tracked by Wall St. Rank hold AIVL as of Q4 2019.

  • Strategic Wealth Partners reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 4 WisdomTree US AI Enhanced Value Fund shares in Q4 2019.
  • Strategic Wealth Partners first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2018 and held it in 6 quarters.
  • Strategic Wealth Partners's WisdomTree US AI Enhanced Value Fund position peaked at $0 in Q3 2019.
  • 154 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.