Sugarloaf Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Sugarloaf Wealth Management’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
2022 Q4	–	Sell	-238	Closed	-$20K	–	787
2022 Q3	$20K	Sell	238 -25	-10%	-$2.28K	0.01%	422
2022 Q2	$23K	Hold	263	–	–	0.01%	397
2022 Q1	$26K	Hold	263	–	–	0.01%	369
2021 Q4	$27K	Hold	263	–	–	0.01%	380
2021 Q3	$25K	Hold	263	–	–	0.01%	378
2021 Q2	$26K	Sell	263 -29	-10%	-$2.84K	0.01%	376
2021 Q1	$25	Buy	292 +29	+11%	+$2.57K	0.01%	367
2020 Q4	$22K	Hold	263	–	–	0.01%	360
2020 Q3	$20K	Hold	263	–	–	0.01%	354
2020 Q2	$19K	Hold	263	–	–	0.01%	353
2020 Q1	$17K	Sell	263 -897	-77%	-$74.4K	0.01%	355
2019 Q4	$107K	Buy	+1,160	New	+$103K	0.05%	175

Other funds holding AIVL

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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

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

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

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

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

HCP

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

WPIC

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

Sugarloaf Wealth Management's AIVL Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2022, closing a stake of 238 shares — an estimated $20K sold.

Sugarloaf Wealth Management first reported a position in AIVL in Q4 2019 and held it in 12 quarters. The position peaked at $107K in Q4 2019. 125 funds tracked by Wall St. Rank hold AIVL as of Q4 2022.

Sugarloaf Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 238 WisdomTree US AI Enhanced Value Fund shares in Q4 2022, an estimated $20K.
Sugarloaf Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $107K in Q4 2019.
125 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.