W
AIVL icon

WealthOne’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

WealthOne’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
-125
Closed -$10K – 92
2018
Q4 		$10K Buy
+125
New +$10.6K 0.01% 366

Other funds holding AIVL

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthOne's AIVL Position: Q1 2019 in Review

WealthOne sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2019, closing a stake of 125 shares — an estimated $10K sold.

WealthOne first reported a position in AIVL in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 143 funds tracked by Wall St. Rank hold AIVL as of Q1 2019.

  • WealthOne reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 125 WisdomTree US AI Enhanced Value Fund shares in Q1 2019, an estimated $10K.
  • WealthOne first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's WisdomTree US AI Enhanced Value Fund position peaked at $10K in Q4 2018.
  • 143 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.