Westside Investment Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Westside Investment Management’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
2022 Q2	–	Sell	-500	Closed	-$20	–	794
2022 Q1	$20	Hold	500	–	–	﹤0.01%	511
2021 Q4	$20	Hold	500	–	–	﹤0.01%	496
2021 Q3	$20	Hold	500	–	–	﹤0.01%	485
2021 Q2	$21	Hold	500	–	–	﹤0.01%	469
2021 Q1	$21	Hold	500	–	–	﹤0.01%	458
2020 Q4	$20	Hold	500	–	–	﹤0.01%	429
2020 Q3	$17	Hold	500	–	–	﹤0.01%	442
2020 Q2	$17	Hold	500	–	–	﹤0.01%	418
2020 Q1	$15	Buy	+500	New	+$19.2K	﹤0.01%	418
2019 Q2	$20	Buy	+500	New	+$20.5K	﹤0.01%	388
2018 Q4	$18.9K	Hold	500	–	–	0.01%	383
2018 Q3	$21K	Hold	500	–	–	0.01%	352
2018 Q2	$20.8K	Hold	500	–	–	0.01%	401
2018 Q1	$21.4K	Hold	500	–	–	0.01%	379
2017 Q4	$22.4K	Hold	500	–	–	0.01%	390
2017 Q3	$21.2K	Hold	500	–	–	0.01%	380
2017 Q2	$20.3K	Hold	500	–	–	0.01%	381
2017 Q1	$19.7K	Hold	500	–	–	0.01%	356
2016 Q4	$19.1K	Buy	+500	New	+$18.7K	0.01%	292

Other funds holding AIVI

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Westside Investment Management's AIVI Position: Q2 2022 in Review

Westside Investment Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2022, closing a stake of 500 shares — an estimated $20 sold.

Westside Investment Management first reported a position in AIVI in Q4 2016 and held it in 19 quarters. The position peaked at $22.4K in Q4 2017. 39 funds tracked by Wall St. Rank hold AIVI as of Q2 2022.

Westside Investment Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2022 after selling out during the quarter.
Westside Investment Management sold 500 WisdomTree International AI Enhanced Value Fund shares in Q2 2022, an estimated $20.
Westside Investment Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2016 and held it in 19 quarters.
Westside Investment Management's WisdomTree International AI Enhanced Value Fund position peaked at $22.4K in Q4 2017.
39 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2022.

Based on Westside Investment Management's 13F filing for Q2 2022, filed 15 Jul 2022.