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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $849M AUM 27.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIP

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

JWM

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

WFG Advisors's AIVL Position: Q2 2017 in Review

WFG Advisors held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2017 at 200 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

WFG Advisors first reported a position in AIVL in Q2 2013 and has held it in 9 quarters since. The position peaked at $65K in Q4 2013. 126 funds tracked by Wall St. Rank hold AIVL as of Q2 2017.

WFG Advisors held 200 shares of WisdomTree US AI Enhanced Value Fund worth $16K as of Q2 2017.
WFG Advisors left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2017.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1001 holding.
WFG Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and has held it in 9 quarters since.
WFG Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $65K in Q4 2013.
126 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.