VL
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Vima LLC’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Vima LLC’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
2024
Q2 		– Sell
-195
Closed -$17.9K – 81
2024
Q1 		$17.9K Hold
195
– – 0.02% 191
2023
Q4 		$18.7K Buy
+195
New +$17.5K 0.04% 194

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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 $424B AUM 22.94% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Vima LLC's AIVL Position: Q2 2024 in Review

Vima LLC sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2024, closing a stake of 195 shares — an estimated $17.9K sold.

Vima LLC first reported a position in AIVL in Q4 2023 and held it in 2 quarters. The position peaked at $18.7K in Q4 2023. 116 funds tracked by Wall St. Rank hold AIVL as of Q2 2024.

  • Vima LLC reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2024 after selling out during the quarter.
  • Vima LLC sold 195 WisdomTree US AI Enhanced Value Fund shares in Q2 2024, an estimated $17.9K.
  • Vima LLC first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2023 and held it in 2 quarters.
  • Vima LLC's WisdomTree US AI Enhanced Value Fund position peaked at $18.7K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.