Cerity Partners’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 | $882K | Sell |
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2025
Q2 | $875K | Sell |
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2025
Q1 | $861K | Buy |
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|
2024
Q4 | $834K | Sell |
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|
2024
Q3 | $923K | Sell |
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|
2024
Q2 | $843K | Sell |
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|
2024
Q1 | $925K | Sell |
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|
2023
Q4 | $925K | Sell |
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|
2023
Q3 | $878K | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $348K | Buy |
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