Congress Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Congress Wealth Management’s Portfolio AIVL Stock Details AIVL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.05M	Hold
2025 Q1	$2.96M	Hold
2024 Q4	$2.88M	Hold
2024 Q3	$3.01M	Hold
2024 Q2	$2.69M	Hold
2024 Q1	$2.75M	Hold
2023 Q4	$2.59M	Sell
2023 Q3	$2.49M	Buy