Traverso Chambers Private Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Traverso Chambers Private Wealth Management’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
2020 Q1	–	Sell	-294,345	Closed	-$12.5M	–	95
2019 Q4	$12.5M	Buy	294,345 +6,711	+2%	+$280K	5.33%	5
2019 Q3	$11.6M	Buy	287,634 +9,162	+3%	+$370K	5.55%	6
2019 Q2	$11.5M	Buy	278,472 +4,038	+1%	+$165K	5.64%	6
2019 Q1	$11.3M	Buy	274,434 +5,651	+2%	+$228K	5.54%	6
2018 Q4	$10.2M	Buy	+268,783	New	+$10.7M	5.5%	7

Other funds holding AIVI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCM

Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Traverso Chambers Private Wealth Management's AIVI Position: Q1 2020 in Review

Traverso Chambers Private Wealth Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2020, closing a stake of 294,345 shares — an estimated $12.5M sold.

Traverso Chambers Private Wealth Management first reported a position in AIVI in Q4 2018 and held it in 5 quarters. The position peaked at $12.5M in Q4 2019. 42 funds tracked by Wall St. Rank hold AIVI as of Q1 2020.

Traverso Chambers Private Wealth Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2020 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 294,345 WisdomTree International AI Enhanced Value Fund shares in Q1 2020, an estimated $12.5M.
Traverso Chambers Private Wealth Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2018 and held it in 5 quarters.
Traverso Chambers Private Wealth Management's WisdomTree International AI Enhanced Value Fund position peaked at $12.5M in Q4 2019.
42 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2020.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.