TCI Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

TCI Wealth Advisors’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
2020 Q3	–	Sell	-42	Closed	-$3K	–	1520
2020 Q2	$3K	Hold	42	–	–	﹤0.01%	866
2020 Q1	$3K	Hold	42	–	–	﹤0.01%	821
2019 Q4	$4K	Hold	42	–	–	﹤0.01%	889
2019 Q3	$4K	Hold	42	–	–	﹤0.01%	842
2019 Q2	$4K	Hold	42	–	–	﹤0.01%	795
2019 Q1	$4K	Hold	42	–	–	﹤0.01%	823
2018 Q4	$3K	Hold	42	–	–	﹤0.01%	870
2018 Q3	$4K	Hold	42	–	–	﹤0.01%	823
2018 Q2	$4K	Hold	42	–	–	﹤0.01%	815
2018 Q1	$4K	Sell	42 -228	-84%	-$20.1K	﹤0.01%	764
2017 Q4	$24K	Buy	+270	New	+$23.3K	0.01%	460

Other funds holding AIVL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCI Wealth Advisors's AIVL Position: Q3 2020 in Review

TCI Wealth Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2020, closing a stake of 42 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in AIVL in Q4 2017 and held it in 11 quarters. The position peaked at $24K in Q4 2017. 124 funds tracked by Wall St. Rank hold AIVL as of Q3 2020.

TCI Wealth Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2020 after selling out during the quarter.
TCI Wealth Advisors sold 42 WisdomTree US AI Enhanced Value Fund shares in Q3 2020, an estimated $3K.
TCI Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 11 quarters.
TCI Wealth Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $24K in Q4 2017.
124 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2020.

Based on TCI Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.