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Trust Company of Vermont’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Trust Company of Vermont’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
Q4 		– Sell
-12
Closed – – 751
2020
Q3 		$0 Sell
12
-180
-94% -$6.61K ﹤0.01% 743
2020
Q2 		$7K Sell
192
-500
-72% -$17K ﹤0.01% 658
2020
Q1 		$22K Sell
692
-535
-44% -$20.5K ﹤0.01% 552
2019
Q4 		$52K Sell
1,227
-450
-27% -$18.8K ﹤0.01% 471
2019
Q3 		$68K Sell
1,677
-2,314
-58% -$93.3K 0.01% 444
2019
Q2 		$164K Sell
3,991
-1,703
-30% -$69.7K 0.01% 346
2019
Q1 		$234K Sell
5,694
-315
-5% -$12.7K 0.02% 292
2018
Q4 		$228K Sell
6,009
-30
-0.5% -$1.19K 0.02% 278
2018
Q3 		$254K Sell
6,039
-1,237
-17% -$52.3K 0.02% 287
2018
Q2 		$304K Sell
7,276
-454
-6% -$19.8K 0.03% 272
2018
Q1 		$335K Sell
7,730
-16,834
-69% -$741K 0.03% 259
2017
Q4 		$1.07M Sell
24,564
-638
-3% -$27.4K 0.1% 169
2017
Q3 		$1.07M Sell
25,202
-1,590
-6% -$66.7K 0.11% 162
2017
Q2 		$1.09M Sell
26,792
-1,530
-5% -$62.4K 0.11% 157
2017
Q1 		$1.13M Sell
28,322
-4,934
-15% -$191K 0.12% 146
2016
Q4 		$1.24M Sell
33,256
-115
-0.3% -$4.3K 0.14% 137
2016
Q3 		$1.3M Sell
33,371
-2,727
-8% -$105K 0.16% 130
2016
Q2 		$1.37M Sell
36,098
-45
-0.1% -$1.72K 0.18% 124
2016
Q1 		$1.39M Buy
36,143
+605
+2% +$22.2K 0.19% 120
2015
Q4 		$1.35M Sell
35,538
-866
-2% -$34.2K 0.19% 123
2015
Q3 		$1.39M Sell
36,404
-1,336
-4% -$55.1K 0.22% 115
2015
Q2 		$1.61M Buy
37,740
+6,285
+20% +$285K 0.23% 113
2015
Q1 		$1.38M Buy
31,455
+390
+1% +$17.1K 0.2% 127
2014
Q4 		$1.34M Sell
31,065
-9,461
-23% -$426K 0.19% 127
2014
Q3 		$1.9M Buy
40,526
+8,055
+25% +$398K 0.29% 98
2014
Q2 		$1.65M Buy
32,471
+6,388
+24% +$322K 0.25% 108
2014
Q1 		$1.28M Buy
26,083
+1,936
+8% +$92.3K 0.21% 119
2013
Q4 		$1.15M Buy
24,147
+3,924
+19% +$183K 0.19% 122
2013
Q3 		$919K Buy
20,223
+3,389
+20% +$146K 0.17% 127
2013
Q2 		$675K Buy
+16,834
New +$722K 0.13% 133

Other funds holding AIVI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Trust Company of Vermont's AIVI Position: Q4 2020 in Review

Trust Company of Vermont sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2020, closing a stake of 12 shares.

Trust Company of Vermont first reported a position in AIVI in Q2 2013 and held it in 30 quarters. The position peaked at $1.9M in Q3 2014. 41 funds tracked by Wall St. Rank hold AIVI as of Q4 2020.

  • Trust Company of Vermont reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2020 after selling out during the quarter.
  • Trust Company of Vermont sold 12 WisdomTree International AI Enhanced Value Fund shares in Q4 2020.
  • Trust Company of Vermont first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2013 and held it in 30 quarters.
  • Trust Company of Vermont's WisdomTree International AI Enhanced Value Fund position peaked at $1.9M in Q3 2014.
  • 41 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2020.

Based on Trust Company of Vermont's 13F filing for Q4 2020, filed 3 Feb 2021.