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Axxcess Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Axxcess Wealth Management’s Portfolio AIVL Stock Details AIVL Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
2025
Q4 		$203K Buy