Cambridge Investment Research Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $645K | Buy |
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2025
Q2 | $533K | Sell |
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|
2025
Q1 | $556K | Sell |
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|
2024
Q4 | $548K | Sell |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $620K | Sell |
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|
2023
Q3 | $664K | Sell |
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|
2023
Q2 | $760K | Sell |
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|
2023
Q1 | $884K | Buy |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $748K | Sell |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $2.05M | Sell |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $980K | Buy |
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|
2020
Q2 | $926K | Sell |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.78M | Buy |
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|
2019
Q3 | $1.68M | Sell |
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|
2019
Q2 | $1.88M | Buy |
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|
2019
Q1 | $1.79M | Buy |
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|
2018
Q4 | $1.58M | Sell |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $1.73M | Sell |
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|
2018
Q1 | $1.76M | Buy |
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|
2017
Q4 | $1.72M | Buy |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.12M | Sell |
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|
2017
Q1 | $1.2M | Sell |
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|
2016
Q4 | $1.28M | Sell |
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|
2016
Q3 | $1.27M | Buy |
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|
2016
Q2 | $788K | Buy |
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|
2016
Q1 | $449K | Sell |
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|
2015
Q4 | $442K | Sell |
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|
2015
Q3 | $432K | Sell |
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|
2015
Q2 | $629K | Sell |
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|
2015
Q1 | $771K | Buy |
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|
2014
Q4 | $759K | Buy |
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|
2014
Q3 | $689K | Sell |
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|
2014
Q2 | $717K | Buy |
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|
2014
Q1 | $633K | Buy |
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|
2013
Q4 | $578K | Buy |
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|
2013
Q3 | $518K | Buy |
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|
2013
Q2 | $466K | Buy |
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