Asset Planning Corporation’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
4,697
| – | – | 0.12% | 40 |
|
|
2025
Q1 | $206K | Buy |
+4,697
| New | +$206K | 0.12% | 42 |
|
|
2024
Q4 | – | Sell |
-4,697
| Closed | -$206K | – | 43 |
|
|
2024
Q3 | $206K | Buy |
+4,697
| New | +$206K | 0.13% | 45 |
|
|
2021
Q1 | – | Sell |
-2,937
| Closed | -$119K | – | 34 |
|
|
2020
Q4 | $119K | Buy |
+2,937
| New | +$119K | 0.12% | 37 |
|