ZB
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Zions Bancorporation’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Zions Bancorporation’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
2019
Q3 		– Sell
-3,310
Closed -$284K – 976
2019
Q2 		$284K Hold
3,310
– – 0.04% 163
2019
Q1 		$283K Buy
+3,310
New +$275K 0.05% 157

Other funds holding AIVL

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Zions Bancorporation's AIVL Position: Q3 2019 in Review

Zions Bancorporation sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2019, closing a stake of 3,310 shares — an estimated $284K sold.

Zions Bancorporation first reported a position in AIVL in Q1 2019 and held it in 2 quarters. The position peaked at $284K in Q2 2019. 132 funds tracked by Wall St. Rank hold AIVL as of Q3 2019.

  • Zions Bancorporation reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2019 after selling out during the quarter.
  • Zions Bancorporation sold 3,310 WisdomTree US AI Enhanced Value Fund shares in Q3 2019, an estimated $284K.
  • Zions Bancorporation first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2019 and held it in 2 quarters.
  • Zions Bancorporation's WisdomTree US AI Enhanced Value Fund position peaked at $284K in Q2 2019.
  • 132 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2019.

Based on Zions Bancorporation's 13F filing for Q3 2019, filed 13 Nov 2019.