BIP Wealth’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
48,125
-1,793
| -4% | -$86.3K | 0.14% | 66 |
|
|
2025
Q1 | $2.19M | Sell |
49,918
-5,415
| -10% | -$237K | 0.14% | 65 |
|
|
2024
Q4 | $2.18M | Sell |
55,333
-2,463
| -4% | -$97K | 0.15% | 59 |
|
|
2024
Q3 | $2.53M | Buy |
57,796
+7,932
| +16% | +$347K | 0.17% | 58 |
|
|
2024
Q2 | $1.96M | Sell |
49,864
-14,844
| -23% | -$584K | 0.16% | 58 |
|
|
2024
Q1 | $2.65M | Sell |
64,708
-3,590
| -5% | -$147K | 0.19% | 53 |
|
|
2023
Q4 | $2.76M | Buy |
68,298
+3,505
| +5% | +$142K | 0.22% | 49 |
|
|
2023
Q3 | $2.43M | Sell |
64,793
-6,061
| -9% | -$228K | 0.22% | 47 |
|
|
2023
Q2 | $2.76M | Sell |
70,854
-2,816
| -4% | -$110K | 0.23% | 46 |
|
|
2023
Q1 | $2.86M | Buy |
+73,670
| New | +$2.86M | 0.31% | 47 |
|