Cambridge Investment Research Advisors’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 | $536K | Hold |
11,125
| – | – | ﹤0.01% | 2479 |
|
|
2025
Q1 | $488K | Buy |
+11,125
| New | +$488K | ﹤0.01% | 2460 |
|
|
2019
Q3 | – | Sell |
-40,264
| Closed | -$1.65M | – | 2340 |
|
|
2019
Q2 | $1.65M | Sell |
40,264
-496
| -1% | -$20.4K | 0.02% | 792 |
|
|
2019
Q1 | $1.68M | Buy |
40,760
+1,117
| +3% | +$46K | 0.02% | 785 |
|
|
2018
Q4 | $1.5M | Sell |
39,643
-458
| -1% | -$17.4K | 0.02% | 745 |
|
|
2018
Q3 | $1.69M | Buy |
+40,101
| New | +$1.69M | 0.02% | 752 |
|