Congress Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Hold |
27,000
| – | – | 0.03% | 488 |
|
|
2025
Q1 | $2.96M | Hold |
27,000
| – | – | 0.04% | 420 |
|
|
2024
Q4 | $2.88M | Hold |
27,000
| – | – | 0.04% | 358 |
|
|
2024
Q3 | $3.01M | Hold |
27,000
| – | – | 0.04% | 368 |
|
|
2024
Q2 | $2.69M | Hold |
27,000
| – | – | 0.04% | 316 |
|
|
2024
Q1 | $2.75M | Hold |
27,000
| – | – | 0.05% | 283 |
|
|
2023
Q4 | $2.59M | Sell |
27,000
-941
| -3% | -$90.2K | 0.05% | 288 |
|
|
2023
Q3 | $2.49M | Buy |
+27,941
| New | +$2.49M | 0.05% | 276 |
|