Bank of Montreal’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
Q3 | $75.7K | Sell |
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|
2025
Q2 | $76K | Sell |
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|
2025
Q1 | $74.9K | Sell |
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|
2024
Q4 | $75.3K | Hold |
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|
2024
Q3 | $78.5K | Sell |
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|
2024
Q2 | $102K | Buy |
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|
2024
Q1 | $84.5K | Sell |
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|
2023
Q4 | $84.1K | Buy |
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|
2023
Q3 | $55.1K | Hold |
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|
2023
Q2 | $54.3K | Hold |
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|
2023
Q1 | $54.8K | Hold |
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|
2022
Q4 | $53.6K | Sell |
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|
2022
Q3 | $55 | Buy |
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|
2022
Q2 | $57 | Hold |
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|
2022
Q1 | $58K | Sell |
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|
2021
Q4 | $65K | Sell |
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|
2021
Q3 | $102K | Buy |
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|
2021
Q2 | $63K | Hold |
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|
2021
Q1 | $61K | Sell |
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|
2020
Q4 | $59K | Buy |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $21K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $54K | Hold |
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|
2018
Q2 | $52K | Hold |
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|
2018
Q1 | $51K | Sell |
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|
2017
Q4 | $80K | Hold |
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|
2017
Q3 | $76K | Hold |
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|
2017
Q2 | $74K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $19K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $35K | Hold |
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|
2014
Q2 | $35K | Hold |
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|
2014
Q1 | $34K | Hold |
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|
2013
Q4 | $33K | Hold |
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|
2013
Q3 | $31K | Hold |
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|
2013
Q2 | $30K | Buy |
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