RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2019 Q1	–	Sell	-5,060	Closed	-$390K	–	719
2018 Q4	$390K	Buy	5,060 +60	+1%	+$5.07K	0.15%	43
2018 Q3	$452K	Buy	+5,000	New	+$449K	0.16%	48
2018 Q1	–	Sell	-11,167	Closed	-$987K	–	709
2017 Q4	$987K	Buy	+11,167	New	+$966K	0.38%	25

Other funds holding AIVL

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JIP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

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

RAFFA WEALTH MANAGEMENT, LLC's AIVL Position: Q1 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2019, closing a stake of 5,060 shares — an estimated $390K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AIVL in Q4 2017 and held it in 3 quarters. The position peaked at $987K in Q4 2017. 143 funds tracked by Wall St. Rank hold AIVL as of Q1 2019.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2019 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 5,060 WisdomTree US AI Enhanced Value Fund shares in Q1 2019, an estimated $390K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 3 quarters.
RAFFA WEALTH MANAGEMENT, LLC's WisdomTree US AI Enhanced Value Fund position peaked at $987K in Q4 2017.
143 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2019, filed 27 Jul 2026.