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

WealthShield’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
2017
Q4 		$3K Buy
+72
New +$3.1K ﹤0.01% 208

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
XS
XML Securities Bethesda, Maryland $80.6M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthShield's AIVI Position: Q4 2017 in Review

WealthShield opened a new position in WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2017: 72 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings.

51 funds tracked by Wall St. Rank hold AIVI as of Q4 2017.

  • WealthShield held 72 shares of WisdomTree International AI Enhanced Value Fund worth $3K as of Q4 2017.
  • WisdomTree International AI Enhanced Value Fund was a new WealthShield position in Q4 2017.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #208 holding.
  • 51 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.