CIBC Private Wealth Group’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
Q2 | $154K | Hold |
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|
2025
Q1 | $133K | Hold |
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|
2024
Q4 | $145K | Hold |
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|
2024
Q3 | $152K | Hold |
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|
2024
Q2 | $135K | Sell |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $213K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $125K | Hold |
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|
2018
Q1 | $122K | Buy |
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|
2017
Q4 | $127K | Buy |
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