CTWM
Cherry Tree Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-788
| Closed | -$31K | – | 757 |
|
|
2024
Q4 | $31K | Hold |
788
| – | – | 0.01% | 293 |
|
|
2024
Q3 | $34.5K | Hold |
788
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $31K | Hold |
788
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $32.3K | Hold |
788
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $31.9K | Sell |
788
-244
| -24% | -$9.88K | 0.01% | 273 |
|
|
2023
Q3 | $38.8K | Hold |
1,032
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $40.2K | Buy |
+1,032
| New | +$40.2K | 0.01% | 241 |
|