Cetera Investment Advisers’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 | $634K | Buy |
5,606
+167
| +3% | +$18.9K | ﹤0.01% | 2775 |
|
|
2025
Q1 | $597K | Sell |
5,439
-2,181
| -29% | -$239K | ﹤0.01% | 2695 |
|
|
2024
Q4 | $812K | Sell |
7,620
-595
| -7% | -$63.4K | ﹤0.01% | 2310 |
|
|
2024
Q3 | $914K | Buy |
8,215
+808
| +11% | +$89.9K | ﹤0.01% | 2186 |
|
|
2024
Q2 | $739K | Sell |
7,407
-1,789
| -19% | -$179K | ﹤0.01% | 2293 |
|
|
2024
Q1 | $936K | Buy |
9,196
+6,710
| +270% | +$683K | ﹤0.01% | 2130 |
|
|
2023
Q4 | $238K | Sell |
2,486
-165
| -6% | -$15.8K | ﹤0.01% | 1933 |
|
|
2023
Q3 | $236K | Buy |
+2,651
| New | +$236K | ﹤0.01% | 1877 |
|