AE Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $13.2K | Sell |
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|
2024
Q4 | $20.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $239K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $2.47M | Buy |
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|
2020
Q1 | $1.68M | Sell |
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|
2019
Q4 | $17.5M | Buy |
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|
2019
Q3 | $9.59M | Buy |
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