CIBC Private Wealth Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Hold |
1,365
| – | – | ﹤0.01% | 1224 |
|
|
2025
Q1 | $133K | Hold |
1,365
| – | – | ﹤0.01% | 1236 |
|
|
2024
Q4 | $145K | Hold |
1,365
| – | – | ﹤0.01% | 1284 |
|
|
2024
Q3 | $152K | Hold |
1,365
| – | – | ﹤0.01% | 1317 |
|
|
2024
Q2 | $135K | Sell |
1,365
-852
| -38% | -$84.4K | ﹤0.01% | 1275 |
|
|
2024
Q1 | $224K | Hold |
2,217
| – | – | ﹤0.01% | 1075 |
|
|
2023
Q4 | $213K | Buy |
+2,217
| New | +$213K | ﹤0.01% | 1049 |
|
|
2018
Q3 | – | Sell |
-1,438
| Closed | -$125K | – | 989 |
|
|
2018
Q2 | $125K | Hold |
1,438
| – | – | ﹤0.01% | 995 |
|
|
2018
Q1 | $122K | Buy |
1,438
+1
| +0.1% | +$85 | ﹤0.01% | 990 |
|
|
2017
Q4 | $127K | Buy |
+1,437
| New | +$127K | ﹤0.01% | 998 |
|