Carson Wealth (CWM LLC)’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $6K | Hold |
|
|||||
|
2025
Q2 | $6K | Hold |
|
|||||
|
2025
Q1 | $5K | Hold |
|
|||||
|
2024
Q4 | $5K | Hold |
|
|||||
|
2024
Q3 | $5K | Hold |
|
|||||
|
2024
Q2 | $5K | Hold |
|
|||||
|
2024
Q1 | $5K | Hold |
|
|||||
|
2023
Q4 | $5K | Hold |
|
|||||
|
2023
Q3 | $4K | Hold |
|
|||||
|
2023
Q2 | $5K | Hold |
|
|||||
|
2023
Q1 | $5K | Hold |
|
|||||
|
2022
Q4 | $4K | Sell |
|
|||||
|
2022
Q3 | $7K | Hold |
|
|||||
|
2022
Q2 | $8K | Hold |
|
|||||
|
2022
Q1 | $9K | Buy |
|