W
AIVI icon

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

Wealthfront’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
2015
Q1 		– Sell
-10
Closed – – 1192
2014
Q4 		$0 Buy
+10
New +$450 ﹤0.01% 663

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealthfront's AIVI Position: Q1 2015 in Review

Wealthfront sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2015, closing a stake of 10 shares.

Wealthfront first reported a position in AIVI in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 58 funds tracked by Wall St. Rank hold AIVI as of Q1 2015.

  • Wealthfront reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2015 after selling out during the quarter.
  • Wealthfront sold 10 WisdomTree International AI Enhanced Value Fund shares in Q1 2015.
  • Wealthfront first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2014 and held it in 1 quarter.
  • Wealthfront's WisdomTree International AI Enhanced Value Fund position peaked at $0 in Q4 2014.
  • 58 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2015.

Based on Wealthfront's 13F filing for Q1 2015, filed 14 May 2015.