Arrowroot Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,805
| Closed | -$201K | – | 134 |
|
|
2024
Q3 | $201K | Buy |
+1,805
| New | +$201K | 0.12% | 127 |
|
|
2023
Q4 | – | Sell |
-2,643
| Closed | -$235K | – | 122 |
|
|
2023
Q3 | $235K | Buy |
2,643
+29
| +1% | +$2.58K | 0.19% | 106 |
|
|
2023
Q2 | $245K | Sell |
2,614
-210
| -7% | -$19.6K | 0.19% | 113 |
|
|
2023
Q1 | $259K | Buy |
+2,824
| New | +$259K | 0.22% | 100 |
|