WFG Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

WFG Advisors’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 Q2	$16K	Hold	200	–	–	﹤0.01%	1001
2017 Q1	$17K	Buy	+200	New	+$16.4K	﹤0.01%	918
2015 Q1	–	Sell	-728	Closed	-$56K	–	1758
2014 Q4	$56K	Sell	728 -115	-14%	-$8.61K	0.01%	840
2014 Q3	$62K	Buy	843 +6	+0.7%	+$441	0.01%	843
2014 Q2	$62K	Buy	837 +5	+0.6%	+$360	0.01%	833
2014 Q1	$58K	Sell	832 -111	-12%	-$7.54K	0.01%	846
2013 Q4	$65K	Buy	943 +4	+0.4%	+$266	0.01%	893
2013 Q3	$60K	Buy	939 +4	+0.4%	+$256	0.01%	855
2013 Q2	$58K	Buy	+935	New	+$58.9K	0.01%	827

Other funds holding AIVL

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

Bank of America

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

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

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

Royal Bank of Canada

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

Commonwealth Equity Services

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

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

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return