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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$111K	Hold
2025 Q2	$110K	Hold
2025 Q1	$107K	Hold
2024 Q4	$104K	Hold
2024 Q3	$108K	Hold
2024 Q2	$97.1K	Buy