Blue Sky Asset Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19,035
| Closed | -$1.66M | – | 2 |
|
|
2020
Q4 | $1.66M | Sell |
19,035
-7,304
| -28% | -$638K | 6.47% | 8 |
|
|
2020
Q3 | $1.99M | Sell |
26,339
-18,450
| -41% | -$1.39M | 8.62% | 6 |
|
|
2020
Q2 | $3.3M | Sell |
44,789
-16,307
| -27% | -$1.2M | 4.08% | 8 |
|
|
2020
Q1 | $3.95M | Sell |
61,096
-2,053
| -3% | -$133K | 1.59% | 18 |
|
|
2019
Q4 | $5.84M | Buy |
+63,149
| New | +$5.84M | 1.68% | 14 |
|