Carson Wealth (CWM LLC)’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
116
| – | – | ﹤0.01% | 4510 |
|
|
2025
Q1 | $5K | Hold |
116
| – | – | ﹤0.01% | 4414 |
|
|
2024
Q4 | $5K | Hold |
116
| – | – | ﹤0.01% | 4167 |
|
|
2024
Q3 | $5K | Hold |
116
| – | – | ﹤0.01% | 4056 |
|
|
2024
Q2 | $5K | Hold |
116
| – | – | ﹤0.01% | 3833 |
|
|
2024
Q1 | $5K | Hold |
116
| – | – | ﹤0.01% | 3626 |
|
|
2023
Q4 | $5K | Hold |
116
| – | – | ﹤0.01% | 3473 |
|
|
2023
Q3 | $4K | Hold |
116
| – | – | ﹤0.01% | 3519 |
|
|
2023
Q2 | $5K | Hold |
116
| – | – | ﹤0.01% | 3405 |
|
|
2023
Q1 | $5K | Hold |
116
| – | – | ﹤0.01% | 3254 |
|
|
2022
Q4 | $4K | Sell |
116
-118
| -50% | -$4.07K | ﹤0.01% | 3252 |
|
|
2022
Q3 | $7K | Hold |
234
| – | – | ﹤0.01% | 2872 |
|
|
2022
Q2 | $8K | Hold |
234
| – | – | ﹤0.01% | 2676 |
|
|
2022
Q1 | $9K | Buy |
+234
| New | +$9K | ﹤0.01% | 2510 |
|