BWM
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BKM Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-43,577
Closed -$81.1K 202
2023
Q4
$81.1K Buy
+43,577
New +$81.1K 0.03% 219