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

WealthShield Partners’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
2018 Q4	–	Sell	-72	Closed	-$3K	–	241
2018 Q3	$3K	Hold	72	–	–	﹤0.01%	235
2018 Q2	$3K	Hold	72	–	–	﹤0.01%	227
2018 Q1	$3K	Hold	72	–	–	﹤0.01%	217
2017 Q4	$3K	Buy	+72	New	+$3.1K	﹤0.01%	208

Other funds holding AIVI

TCPWM

Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCM

Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthShield Partners's AIVI Position: Q4 2018 in Review

WealthShield Partners sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2018, closing a stake of 72 shares — an estimated $3K sold.

WealthShield Partners first reported a position in AIVI in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 46 funds tracked by Wall St. Rank hold AIVI as of Q4 2018.

WealthShield Partners reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2018 after selling out during the quarter.
WealthShield Partners sold 72 WisdomTree International AI Enhanced Value Fund shares in Q4 2018, an estimated $3K.
WealthShield Partners first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2017 and held it in 4 quarters.
WealthShield Partners's WisdomTree International AI Enhanced Value Fund position peaked at $3K in Q3 2018.
46 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2018.

Based on WealthShield Partners's 13F filing for Q4 2018, filed 14 Feb 2019.