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Apella Capital’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Apella Capital’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,600
Closed -$464K – 310
2024
Q1 		$464K Hold
4,600
– – 0.02% 194
2023
Q4 		$438K Buy
+4,600
New +$438K 0.02% 199