Cerity Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Sell |
7,742
-103
| -1% | -$11.6K | ﹤0.01% | 1580 |
|
|
2025
Q1 | $861K | Buy |
7,845
+17
| +0.2% | +$1.87K | ﹤0.01% | 1490 |
|
|
2024
Q4 | $834K | Sell |
7,828
-465
| -6% | -$49.5K | ﹤0.01% | 1502 |
|
|
2024
Q3 | $923K | Sell |
8,293
-156
| -2% | -$17.4K | ﹤0.01% | 1438 |
|
|
2024
Q2 | $843K | Sell |
8,449
-643
| -7% | -$64.2K | ﹤0.01% | 1306 |
|
|
2024
Q1 | $925K | Sell |
9,092
-555
| -6% | -$56.5K | ﹤0.01% | 1314 |
|
|
2023
Q4 | $925K | Sell |
9,647
-218
| -2% | -$20.9K | ﹤0.01% | 1012 |
|
|
2023
Q3 | $878K | Sell |
9,865
-2,375
| -19% | -$211K | ﹤0.01% | 790 |
|
|
2023
Q2 | $1.14M | Buy |
+12,240
| New | +$1.14M | ﹤0.01% | 885 |
|
|
2022
Q3 | – | Sell |
-3,924
| Closed | -$348K | – | 1177 |
|
|
2022
Q2 | $348K | Buy |
+3,924
| New | +$348K | ﹤0.01% | 855 |
|