Truist Financial
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Truist Financial’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Truist Financial’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 		– Sell
-2,468
Closed -$220K – 2632
2023
Q3 		$220K Buy
2,468
+20
+0.8% +$1.87K ﹤0.01% 2416
2023
Q2 		$229K Sell
2,448
-12
-0.5% -$1.09K ﹤0.01% 2383
2023
Q1 		$226K Sell
2,460
-14
-0.6% -$1.3K ﹤0.01% 2370
2022
Q4 		$227K Sell
2,474
-1,482
-37% -$134K ﹤0.01% 2370
2022
Q3 		$323K Buy
3,956
+1,516
+62% +$138K ﹤0.01% 2050
2022
Q2 		$216K Sell
2,440
-767
-24% -$72.7K ﹤0.01% 2416
2022
Q1 		$318K Buy
3,207
+6
+0.2% +$591 ﹤0.01% 2279
2021
Q4 		$324K Buy
3,201
+803
+33% +$78.3K ﹤0.01% 2306
2021
Q3 		$225K Buy
2,398
+19
+0.8% +$1.85K ﹤0.01% 2506
2021
Q2 		$231K Buy
2,379
+19
+0.8% +$1.86K ﹤0.01% 2516
2021
Q1 		$223K Buy
+2,360
New +$209K ﹤0.01% 2454
2020
Q4 		– Sell
-3,413
Closed -$257K – 2541
2020
Q3 		$257K Sell
3,413
-1,322
-28% -$101K ﹤0.01% 2123
2020
Q2 		$349K Buy
4,735
+45
+1% +$3.22K ﹤0.01% 1845
2020
Q1 		$303K Sell
4,690
-1,065
-19% -$88.4K ﹤0.01% 1851
2019
Q4 		$532K Buy
+5,755
New +$513K ﹤0.01% 1815

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

Truist Financial's AIVL Position: Q4 2023 in Review

Truist Financial sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2023, closing a stake of 2,468 shares — an estimated $220K sold.

Truist Financial first reported a position in AIVL in Q4 2019 and held it in 15 quarters. The position peaked at $532K in Q4 2019. 119 funds tracked by Wall St. Rank hold AIVL as of Q4 2023.

  • Truist Financial reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2023 after selling out during the quarter.
  • Truist Financial sold 2,468 WisdomTree US AI Enhanced Value Fund shares in Q4 2023, an estimated $220K.
  • Truist Financial first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2019 and held it in 15 quarters.
  • Truist Financial's WisdomTree US AI Enhanced Value Fund position peaked at $532K in Q4 2019.
  • 119 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.