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Windsor Capital Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-1,000
Closed -$38K – 115
2015
Q3 		$38K Buy
+1,000
New +$41.2K 0.02% 183

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Bank of America
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Jane Street
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Windsor Capital Management's AIVI Position: Q4 2015 in Review

Windsor Capital Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2015, closing a stake of 1,000 shares — an estimated $38K sold.

Windsor Capital Management first reported a position in AIVI in Q3 2015 and held it in 1 quarter. The position peaked at $38K in Q3 2015. 51 funds tracked by Wall St. Rank hold AIVI as of Q4 2015.

  • Windsor Capital Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 1,000 WisdomTree International AI Enhanced Value Fund shares in Q4 2015, an estimated $38K.
  • Windsor Capital Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's WisdomTree International AI Enhanced Value Fund position peaked at $38K in Q3 2015.
  • 51 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.