CAPTRUST Financial 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
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q3 | $210K | Sell |
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|
2020
Q2 | $207K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $24K | Buy |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $12K | Buy |
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