Bellevue Asset Management’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 | $156K | Buy |
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|
2025
Q2 | $154K | Buy |
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|
2025
Q1 | $150K | Hold |
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|
2024
Q4 | $145K | Hold |
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|
2024
Q3 | $152K | Hold |
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|
2024
Q2 | $136K | Hold |
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|
2024
Q1 | $139K | Hold |
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|
2023
Q4 | $131K | Hold |
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|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $134K | Hold |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $140K | Sell |
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|
2022
Q3 | $141K | Sell |
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|
2022
Q2 | $153K | Sell |
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|
2022
Q1 | $197K | Sell |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $193K | Sell |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $202K | Sell |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $296K | Buy |
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