CWM
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Cabot Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Cabot Wealth Management’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-8,204
Closed -$511K – 149
2013
Q2 		$511K Buy
+8,204
New +$511K 0.18% 142