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TCI Wealth Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

TCI Wealth Advisors’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
2019
Q4 		– Sell
-500
Closed -$20K – 1518
2019
Q3 		$20K Hold
500
– – 0.01% 493
2019
Q2 		$21K Hold
500
– – 0.01% 461
2019
Q1 		$21K Hold
500
– – 0.01% 485
2018
Q4 		$19K Sell
500
-1,200
-71% -$47.6K 0.01% 478
2018
Q3 		$71K Hold
1,700
– – 0.03% 280
2018
Q2 		$71K Sell
1,700
-233
-12% -$10.2K 0.03% 266
2018
Q1 		$84K Sell
1,933
-305
-14% -$13.4K 0.04% 252
2017
Q4 		$97K Buy
2,238
+305
+16% +$13.1K 0.04% 234
2017
Q3 		$82K Hold
1,933
– – 0.04% 239
2017
Q2 		$79K Hold
1,933
– – 0.04% 236
2017
Q1 		$77K Hold
1,933
– – 0.04% 242
2016
Q4 		$72K Sell
1,933
-2,661
-58% -$99.5K 0.04% 273
2016
Q3 		$179K Sell
4,594
-524
-10% -$20.2K 0.1% 140
2016
Q2 		$194K Hold
5,118
– – 0.11% 126
2016
Q1 		$196K Sell
5,118
-4,785
-48% -$176K 0.11% 131
2015
Q4 		$377K Sell
9,903
-800
-7% -$31.6K 0.21% 86
2015
Q3 		$408K Hold
10,703
– – 0.25% 78
2015
Q2 		$456K Buy
10,703
+2,000
+23% +$90.7K 0.26% 73
2015
Q1 		$382K Buy
8,703
+2,000
+30% +$87.9K 0.24% 78
2014
Q4 		$288K Hold
6,703
– – 0.18% 97
2014
Q3 		$314K Hold
6,703
– – 0.2% 88
2014
Q2 		$340K Hold
6,703
– – 0.2% 83
2014
Q1 		$330K Hold
6,703
– – 0.22% 82
2013
Q4 		$319K Hold
6,703
– – 0.2% 85
2013
Q3 		$305K Sell
6,703
-1,117
-14% -$48.1K 0.23% 77
2013
Q2 		$314K Buy
+7,820
New +$335K 0.24% 71

Other funds holding AIVI

TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCI Wealth Advisors's AIVI Position: Q4 2019 in Review

TCI Wealth Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2019, closing a stake of 500 shares — an estimated $20K sold.

TCI Wealth Advisors first reported a position in AIVI in Q2 2013 and held it in 26 quarters. The position peaked at $456K in Q2 2015. 42 funds tracked by Wall St. Rank hold AIVI as of Q4 2019.

  • TCI Wealth Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2019 after selling out during the quarter.
  • TCI Wealth Advisors sold 500 WisdomTree International AI Enhanced Value Fund shares in Q4 2019, an estimated $20K.
  • TCI Wealth Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2013 and held it in 26 quarters.
  • TCI Wealth Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $456K in Q2 2015.
  • 42 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2019.

Based on TCI Wealth Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.