1620 Investment Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.6K Sell
430
-45
-9% -$5.09K 0.03% 307
2025
Q1
$52.2K Hold
475
0.04% 291
2024
Q4
$50.6K Hold
475
0.04% 299
2024
Q3
$52.9K Hold
475
0.04% 289
2024
Q2
$47.4K Buy
+475
New +$47.4K 0.04% 300