White Lighthouse Investment Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

White Lighthouse Investment Management’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
2018 Q4	–	Sell	-2,795	Closed	-$253K	–	110
2018 Q3	$253K	Sell	2,795 -700	-20%	-$62.9K	0.13%	101
2018 Q2	$304K	Sell	3,495 -500	-13%	-$43.1K	0.17%	94
2018 Q1	$337K	Sell	3,995 -35	-0.9%	-$3.09K	0.19%	87
2017 Q4	$356K	Buy	+4,030	New	+$349K	0.2%	87

Other funds holding AIVL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

JIP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

White Lighthouse Investment Management's AIVL Position: Q4 2018 in Review

White Lighthouse Investment Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2018, closing a stake of 2,795 shares — an estimated $253K sold.

White Lighthouse Investment Management first reported a position in AIVL in Q4 2017 and held it in 4 quarters. The position peaked at $356K in Q4 2017. 140 funds tracked by Wall St. Rank hold AIVL as of Q4 2018.

White Lighthouse Investment Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2018 after selling out during the quarter.
White Lighthouse Investment Management sold 2,795 WisdomTree US AI Enhanced Value Fund shares in Q4 2018, an estimated $253K.
White Lighthouse Investment Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and held it in 4 quarters.
White Lighthouse Investment Management's WisdomTree US AI Enhanced Value Fund position peaked at $356K in Q4 2017.
140 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2018.

Based on White Lighthouse Investment Management's 13F filing for Q4 2018, filed 23 Jan 2019.