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Waverly Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Waverly Advisors’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
2014
Q1 		– Sell
-149
Closed -$7K – 691
2013
Q4 		$7K Sell
149
-464
-76% -$21.6K ﹤0.01% 611
2013
Q3 		$28K Buy
+613
New +$26.4K 0.01% 318

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FBT
Founders Bank & Trust Grand Rapids, Michigan $190M AUM 7.04% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Waverly Advisors's AIVI Position: Q1 2014 in Review

Waverly Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2014, closing a stake of 149 shares — an estimated $7K sold.

Waverly Advisors first reported a position in AIVI in Q3 2013 and held it in 2 quarters. The position peaked at $28K in Q3 2013. 56 funds tracked by Wall St. Rank hold AIVI as of Q1 2014.

  • Waverly Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 149 WisdomTree International AI Enhanced Value Fund shares in Q1 2014, an estimated $7K.
  • Waverly Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $28K in Q3 2013.
  • 56 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.