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Wilbanks Smith & Thomas Asset Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q4 		– Sell
-167
Closed -$7K – 374
2018
Q3 		$7K Buy
+167
New +$7.06K ﹤0.01% 1116

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's AIVI Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2018, closing a stake of 167 shares — an estimated $7K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AIVI in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 46 funds tracked by Wall St. Rank hold AIVI as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 167 WisdomTree International AI Enhanced Value Fund shares in Q4 2018, an estimated $7K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's WisdomTree International AI Enhanced Value Fund position peaked at $7K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.