Wolverine Trading
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Wolverine Trading’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Wolverine Trading’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 		– Sell
-3,500
Closed -$289K – 4209
2017
Q1 		$289K Buy
+3,500
New +$287K ﹤0.01% 3067

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Wolverine Trading's AIVL Position: Q2 2024 in Review

Wolverine Trading sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2024, closing a stake of 2,349 shares — an estimated $239K sold.

Wolverine Trading first reported a position in AIVL in Q3 2016 and held it in 4 quarters. The position peaked at $532K in Q4 2016. 116 funds tracked by Wall St. Rank hold AIVL as of Q2 2024.

  • Wolverine Trading reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2024 after selling out during the quarter.
  • Wolverine Trading sold 2,349 WisdomTree US AI Enhanced Value Fund shares in Q2 2024, an estimated $239K.
  • Wolverine Trading first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2016 and held it in 4 quarters.
  • Wolverine Trading's WisdomTree US AI Enhanced Value Fund position peaked at $532K in Q4 2016.
  • 116 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2024.

Based on Wolverine Trading's 13F filing for Q2 2024, filed 14 Aug 2024.