Cherry Tree Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$31K Hold
2024
Q3
$34.5K Hold
2024
Q2
$31K Hold
2024
Q1
$32.3K Hold
2023
Q4
$31.9K Sell
2023
Q3
$38.8K Hold
2023
Q2
$40.2K Buy