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Traverso Chambers Private Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Traverso Chambers Private 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
2023
Q4 		$1.57M Sell
16,326
-165
-1% -$14.8K 0.38% 39
2023
Q3 		$1.47M Buy
16,491
+6
+0% +$562 0.39% 37
2023
Q2 		$1.54M Buy
16,485
+4
+0% +$364 0.41% 36
2023
Q1 		$1.51M Buy
16,481
+4
+0% +$372 0.41% 34
2022
Q4 		$1.51M Buy
16,477
+5
+0% +$451 0.43% 37
2022
Q3 		$1.34M Buy
16,472
+5
+0% +$457 0.41% 36
2022
Q2 		$1.46M Buy
16,467
+4
+0% +$379 0.49% 32
2022
Q1 		$1.63M Buy
16,463
+2
+0% +$197 0.49% 32
2021
Q4 		$1.67M Buy
16,461
+7
+0% +$683 0.49% 30
2021
Q3 		$1.55M Sell
16,454
-254
-2% -$24.7K 0.48% 28
2021
Q2 		$1.63M Buy
16,708
+6
+0% +$587 0.51% 27
2021
Q1 		$1.57M Buy
16,702
+3
+0% +$266 0.53% 28
2020
Q4 		$1.4M Sell
16,699
-692
-4% -$55.6K 0.5% 28
2020
Q3 		$1.31M Sell
17,391
-1,238
-7% -$94.3K 0.51% 28
2020
Q2 		$1.37M Sell
18,629
-1,023
-5% -$73.2K 0.58% 27
2020
Q1 		$1.27M Sell
19,652
-544
-3% -$45.1K 0.6% 28
2019
Q4 		$1.87M Buy
20,196
+202
+1% +$18K 0.79% 22
2019
Q3 		$1.75M Sell
19,994
-2,673
-12% -$229K 0.84% 20
2019
Q2 		$1.96M Sell
22,667
-46
-0.2% -$3.91K 0.95% 18
2019
Q1 		$1.94M Sell
22,713
-365
-2% -$30.4K 0.95% 18
2018
Q4 		$1.78M Buy
+23,078
New +$1.95M 0.96% 15

Other funds holding AIVL

Morgan Stanley
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
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Traverso Chambers Private Wealth Management's AIVL Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 1% in Q4 2023, selling an estimated $14.8K and leaving 16,326 shares worth $1.57M. The position accounts for 0.38% of the portfolio, ranked #39.

Traverso Chambers Private Wealth Management first reported a position in AIVL in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.96M in Q2 2019. 119 funds tracked by Wall St. Rank hold AIVL as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 16,326 shares of WisdomTree US AI Enhanced Value Fund worth $1.57M as of Q4 2023.
  • Traverso Chambers Private Wealth Management sold 165 WisdomTree US AI Enhanced Value Fund shares in Q4 2023, an estimated $14.8K.
  • WisdomTree US AI Enhanced Value Fund made up 0.38% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #39 holding.
  • Traverso Chambers Private Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2018 and has held it in 21 quarters since.
  • Traverso Chambers Private Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $1.96M in Q2 2019.
  • 119 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.