Arcadia Investment Advisors’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
Q3 | $73.5K | Hold |
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2025
Q2 | $72.7K | Hold |
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2025
Q1 | $70.6K | Hold |
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|
2024
Q4 | $68.5K | Hold |
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|
2024
Q3 | $71.6K | Sell |
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|
2024
Q2 | $73.4K | Hold |
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|
2024
Q1 | $74.8K | Hold |
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|
2023
Q4 | $70.5K | Hold |
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|
2023
Q3 | $65.4K | Hold |
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|
2023
Q2 | $68.8K | Hold |
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|
2023
Q1 | $67.4K | Hold |
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|
2022
Q4 | $67.5K | Hold |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $65.2K | Hold |
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|
2022
Q1 | $72.8K | Hold |
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|
2021
Q4 | $74.3K | Hold |
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|
2021
Q3 | $69.1K | Hold |
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|
2021
Q2 | $71.5K | Hold |
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|
2021
Q1 | $69.3K | Hold |
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|
2020
Q4 | $61.5K | Hold |
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|
2020
Q3 | $55.4K | Hold |
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|
2020
Q2 | $54.2K | Hold |
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|
2020
Q1 | $47.5K | Hold |
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|
2019
Q4 | $68K | Hold |
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|
2019
Q3 | $64.3K | Hold |
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|
2019
Q2 | $63K | Hold |
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|
2019
Q1 | $62.8K | Hold |
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|
2018
Q4 | $56.6K | Hold |
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|
2018
Q3 | $66.5K | Hold |
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|
2018
Q2 | $63.9K | Hold |
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|
2018
Q1 | $62.1K | Hold |
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|
2017
Q4 | $65K | Buy |
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