Cladis Investment Advisory’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Cladis Investment Advisory’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$229K	Hold
2025 Q2	$226K	Hold
2025 Q1	$220K	Hold
2024 Q4	$213K	Hold
2024 Q3	$223K	Buy
2024 Q2	–	Sell
2024 Q1	$204K	Buy
2022 Q1	–	Sell
2021 Q4	$202K	Buy