Baird Financial Group’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 | $706K | Buy |
+6,248
| New | +$706K | ﹤0.01% | 1307 |
|
2016
Q2 | – | Sell |
-2,939
| Closed | -$222K | – | 1194 |
|
2016
Q1 | $222K | Hold |
2,939
| – | – | ﹤0.01% | 1126 |
|
2015
Q4 | $207K | Buy |
+2,939
| New | +$207K | ﹤0.01% | 1152 |
|
2015
Q3 | – | Sell |
-2,939
| Closed | -$216K | – | 1247 |
|
2015
Q2 | $216K | Buy |
+2,939
| New | +$216K | ﹤0.01% | 1203 |
|