Atticus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6K | Hold |
200
| – | – | 0.01% | 399 |
|
|
2025
Q1 | $22K | Hold |
200
| – | – | 0.01% | 311 |
|
|
2024
Q4 | $21.3K | Hold |
200
| – | – | 0.01% | 323 |
|
|
2024
Q3 | $22.3K | Hold |
200
| – | – | 0.01% | 321 |
|
|
2024
Q2 | $20K | Hold |
200
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $20.4K | Hold |
200
| – | – | 0.01% | 321 |
|
|
2023
Q4 | $19.2K | Hold |
200
| – | – | 0.01% | 334 |
|
|
2023
Q3 | $17.8K | Hold |
200
| – | – | 0.01% | 342 |
|
|
2023
Q2 | $18.7K | Hold |
200
| – | – | 0.01% | 346 |
|
|
2023
Q1 | $18.3K | Hold |
200
| – | – | 0.01% | 329 |
|
|
2022
Q4 | $18.4K | Hold |
200
| – | – | 0.01% | 338 |
|
|
2022
Q3 | $18K | Hold |
200
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $18K | Hold |
200
| – | – | 0.01% | 351 |
|
|
2022
Q1 | $20K | Hold |
200
| – | – | 0.01% | 334 |
|
|
2021
Q4 | $20K | Buy |
+200
| New | +$20K | 0.01% | 308 |
|