Wealthspire Advisors (Maryland)’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Wealthspire Advisors (Maryland)’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
2017 Q3	–	Sell	-200	Closed	-$16K	–	2237
2017 Q2	$16K	Hold	200	–	–	﹤0.01%	1338
2017 Q1	$17K	Hold	200	–	–	﹤0.01%	1136
2016 Q4	$16K	Sell	200 -150	-43%	-$11.8K	﹤0.01%	1075
2016 Q3	$27K	Buy	350 +200	+133%	+$15.7K	﹤0.01%	965
2016 Q2	$12K	Hold	150	–	–	﹤0.01%	1151
2016 Q1	$11K	Hold	150	–	–	﹤0.01%	1155
2015 Q4	$11K	Buy	+150	New	+$10.7K	﹤0.01%	1162

Other funds holding AIVL

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

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AIVL Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2017, closing a stake of 200 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in AIVL in Q4 2015 and held it in 7 quarters. The position peaked at $27K in Q3 2016. 118 funds tracked by Wall St. Rank hold AIVL as of Q3 2017.

Wealthspire Advisors (Maryland) reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 200 WisdomTree US AI Enhanced Value Fund shares in Q3 2017, an estimated $16K.
Wealthspire Advisors (Maryland) first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2015 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s WisdomTree US AI Enhanced Value Fund position peaked at $27K in Q3 2016.
118 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.