Carson Wealth (CWM LLC)’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 | $291K | Hold |
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|
2025
Q2 | $288K | Hold |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $277K | Buy |
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|
2024
Q3 | $246K | Hold |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q2 | $491K | Hold |
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|
2021
Q1 | $491K | Hold |
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|
2020
Q4 | $491K | Hold |
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|
2020
Q3 | $491K | Hold |
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|
2020
Q2 | $491K | Hold |
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|
2020
Q1 | $491K | Hold |
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|
2019
Q4 | $491K | Hold |
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|
2019
Q3 | $491K | Hold |
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|
2019
Q2 | $491K | Hold |
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|
2019
Q1 | $491K | Buy |
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|
2018
Q4 | $96K | Hold |
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|
2018
Q3 | $112K | Buy |
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