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

White Lighthouse 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
2018 Q3	–	Sell	-5,891	Closed	-$247K	–	117
2018 Q2	$247K	Sell	5,891 -7,116	-55%	-$311K	0.14%	103
2018 Q1	$564K	Sell	13,007 -546	-4%	-$24K	0.32%	68
2017 Q4	$588K	Buy	+13,553	New	+$583K	0.34%	65

Other funds holding AIVI

Jane Street New York $777B AUM 61.18% 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

RJA

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

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

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

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

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

TCM

Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

White Lighthouse Investment Management's AIVI Position: Q3 2018 in Review

White Lighthouse Investment Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2018, closing a stake of 5,891 shares — an estimated $247K sold.

White Lighthouse Investment Management first reported a position in AIVI in Q4 2017 and held it in 3 quarters. The position peaked at $588K in Q4 2017. 44 funds tracked by Wall St. Rank hold AIVI as of Q3 2018.

White Lighthouse Investment Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2018 after selling out during the quarter.
White Lighthouse Investment Management sold 5,891 WisdomTree International AI Enhanced Value Fund shares in Q3 2018, an estimated $247K.
White Lighthouse Investment Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2017 and held it in 3 quarters.
White Lighthouse Investment Management's WisdomTree International AI Enhanced Value Fund position peaked at $588K in Q4 2017.
44 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2018.

Based on White Lighthouse Investment Management's 13F filing for Q3 2018, filed 24 Oct 2018.