Well Done LLC’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Well Done LLC’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
2019 Q1	–	Sell	-1,960	Closed	-$74K	–	159
2018 Q4	$74K	Buy	+1,960	New	+$77.8K	0.02%	228
2018 Q2	–	Sell	-1,960	Closed	-$85K	–	142
2018 Q1	$85K	Buy	+1,960	New	+$86.2K	0.03%	178

Other funds holding AIVI

TCPWM

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

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TCM

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

Well Done LLC's AIVI Position: Q1 2019 in Review

Well Done LLC sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2019, closing a stake of 1,960 shares — an estimated $74K sold.

Well Done LLC first reported a position in AIVI in Q1 2018 and held it in 2 quarters. The position peaked at $85K in Q1 2018. 44 funds tracked by Wall St. Rank hold AIVI as of Q1 2019.

Well Done LLC reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 1,960 WisdomTree International AI Enhanced Value Fund shares in Q1 2019, an estimated $74K.
Well Done LLC first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2018 and held it in 2 quarters.
Well Done LLC's WisdomTree International AI Enhanced Value Fund position peaked at $85K in Q1 2018.
44 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.