Aspen Grove Capital’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
$339K Sell
2025
Q1
$906K Hold
2024
Q4
$879K Hold
2024
Q3
$918K Buy
2024
Q2
$823K Hold
2024
Q1
$840K Hold
2023
Q4
$791K Sell
2023
Q3
$734K Hold
2023
Q2
$772K Buy