BIA
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Barry Investment Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-2,645
Closed -$201K 45
2015
Q1
$201K Sell
2,645
-672
-20% -$51.1K 0.06% 76
2014
Q4
$254K Buy
+3,317
New +$254K 0.08% 68