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TrustCore Financial Services’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

TrustCore Financial Services’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
-575
Closed -$25K – 876
2019
Q4 		$25K Buy
+575
New +$24K ﹤0.01% 477

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TrustCore Financial Services's AIVI Position: Q1 2020 in Review

TrustCore Financial Services sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2020, closing a stake of 575 shares — an estimated $25K sold.

TrustCore Financial Services first reported a position in AIVI in Q4 2019 and held it in 1 quarter. The position peaked at $25K in Q4 2019. 42 funds tracked by Wall St. Rank hold AIVI as of Q1 2020.

  • TrustCore Financial Services reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 575 WisdomTree International AI Enhanced Value Fund shares in Q1 2020, an estimated $25K.
  • TrustCore Financial Services first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2019 and held it in 1 quarter.
  • TrustCore Financial Services's WisdomTree International AI Enhanced Value Fund position peaked at $25K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2020.

Based on TrustCore Financial Services's 13F filing for Q1 2020, filed 7 May 2020.