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Clearstead Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Clearstead Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$110K Hold
973
– – ﹤0.01% 1038
2025
Q1 		$107K Hold
973
– – ﹤0.01% 979
2024
Q4 		$104K Hold
973
– – ﹤0.01% 1023
2024
Q3 		$108K Hold
973
– – ﹤0.01% 1008
2024
Q2 		$97.1K Buy
+973
New +$97.1K ﹤0.01% 1008