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U.S. Capital Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		– Sell
-200
Closed -$18.4K – 660
2022
Q4 		$18.4K Buy
+200
New +$18K ﹤0.01% 1127

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 $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

U.S. Capital Wealth Advisors's AIVL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2023, closing a stake of 200 shares — an estimated $18.4K sold.

U.S. Capital Wealth Advisors first reported a position in AIVL in Q4 2022 and held it in 1 quarter. The position peaked at $18.4K in Q4 2022. 119 funds tracked by Wall St. Rank hold AIVL as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 200 WisdomTree US AI Enhanced Value Fund shares in Q1 2023, an estimated $18.4K.
  • U.S. Capital Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $18.4K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.