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

Valeo Financial 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
2021 Q2	–	Sell	-457	Closed	-$43K	–	550
2021 Q1	$43K	Buy	457 +2	+0.4%	+$177	﹤0.01%	921
2020 Q4	$38K	Buy	455 +5	+1%	+$402	﹤0.01%	867
2020 Q3	$34K	Hold	450	–	–	﹤0.01%	770
2020 Q2	$33K	Hold	450	–	–	﹤0.01%	873
2020 Q1	$32K	Hold	450	–	–	﹤0.01%	741
2019 Q4	$42K	Hold	450	–	–	﹤0.01%	711
2019 Q3	$39K	Hold	450	–	–	﹤0.01%	678
2019 Q2	$39K	Hold	450	–	–	﹤0.01%	673
2019 Q1	$38K	Hold	450	–	–	﹤0.01%	622
2018 Q4	$35K	Hold	450	–	–	﹤0.01%	576
2018 Q3	$38K	Hold	450	–	–	0.01%	603
2018 Q2	$40K	Hold	450	–	–	0.01%	584
2018 Q1	$38K	Buy	+450	New	+$39.7K	0.01%	545

Other funds holding AIVL

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valeo Financial Advisors's AIVL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2021, closing a stake of 457 shares — an estimated $43K sold.

Valeo Financial Advisors first reported a position in AIVL in Q1 2018 and held it in 13 quarters. The position peaked at $43K in Q1 2021. 133 funds tracked by Wall St. Rank hold AIVL as of Q2 2021.

Valeo Financial Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 457 WisdomTree US AI Enhanced Value Fund shares in Q2 2021, an estimated $43K.
Valeo Financial Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $43K in Q1 2021.
133 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.