Cerity Partners
AIVL icon

Cerity Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Cerity Partners’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$894K Sell
7,726
-248
-3% -$29.6K ﹤0.01% 1924
2025
Q4 		$917K Buy
7,974
+254
+3% +$29K ﹤0.01% 1755
2025
Q3 		$882K Sell
7,720
-22
-0.3% -$2.5K ﹤0.01% 1652
2025
Q2 		$875K Sell
7,742
-103
-1% -$11.1K ﹤0.01% 1581
2025
Q1 		$861K Buy
7,845
+17
+0.2% +$1.87K ﹤0.01% 1495
2024
Q4 		$834K Sell
7,828
-465
-6% -$51.5K ﹤0.01% 1502
2024
Q3 		$923K Sell
8,293
-156
-2% -$16.5K ﹤0.01% 1438
2024
Q2 		$843K Sell
8,449
-643
-7% -$64.3K ﹤0.01% 1308
2024
Q1 		$925K Sell
9,092
-555
-6% -$53.9K ﹤0.01% 1314
2023
Q4 		$925K Sell
9,647
-218
-2% -$19.6K ﹤0.01% 1017
2023
Q3 		$878K Sell
9,865
-2,375
-19% -$222K ﹤0.01% 793
2023
Q2 		$1.14M Buy
+12,240
New +$1.11M ﹤0.01% 886
2022
Q3 		– Sell
-3,924
Closed -$348K – 1177
2022
Q2 		$348K Buy
+3,924
New +$372K ﹤0.01% 856

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