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

Stratos 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
2024
Q4 		– Sell
-2,111
Closed -$235K – 1453
2024
Q3 		$235K Buy
+2,111
New +$223K ﹤0.01% 1262
2018
Q4 		– Sell
-2,008
Closed -$182K – 905
2018
Q3 		$182K Buy
+2,008
New +$180K 0.01% 874
2018
Q2 		– Sell
-1,256
Closed -$106K – 1010
2018
Q1 		$106K Buy
1,256
+401
+47% +$35.4K ﹤0.01% 1166
2017
Q4 		$76K Buy
+855
New +$73.9K ﹤0.01% 1310

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stratos Wealth Partners's AIVL Position: Q4 2024 in Review

Stratos Wealth Partners sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2024, closing a stake of 2,111 shares — an estimated $235K sold.

Stratos Wealth Partners first reported a position in AIVL in Q4 2017 and held it in 4 quarters. The position peaked at $235K in Q3 2024. 117 funds tracked by Wall St. Rank hold AIVL as of Q4 2024.

  • Stratos Wealth Partners reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,111 WisdomTree US AI Enhanced Value Fund shares in Q4 2024, an estimated $235K.
  • Stratos Wealth Partners first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's WisdomTree US AI Enhanced Value Fund position peaked at $235K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.