Creative Planning’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $242K | Hold |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $217K | Buy |
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|
2024
Q1 | $214K | Hold |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $214K | Buy |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Hold |
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|
2018
Q2 | $207K | Hold |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $215K | Hold |
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|
2017
Q3 | $211K | Sell |
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|
2017
Q2 | $324K | Hold |
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|
2017
Q1 | $316K | Hold |
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|
2016
Q4 | $297K | Hold |
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|
2016
Q3 | $309K | Hold |
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|
2016
Q2 | $300K | Sell |
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|
2016
Q1 | $356K | Sell |
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|
2015
Q4 | $358K | Buy |
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|
2015
Q3 | $355K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $348K | Sell |
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|
2014
Q4 | $350K | Sell |
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|
2014
Q3 | $386K | Sell |
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|
2014
Q2 | $563K | Hold |
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|
2014
Q1 | $547K | Hold |
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|
2013
Q4 | $529K | Hold |
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|
2013
Q3 | $505K | Buy |
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|
2013
Q2 | $406K | Buy |
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