Creative Planning’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $401K | Buy |
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|
2025
Q2 | $282K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $278K | Sell |
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|
2020
Q1 | $280K | Buy |
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|
2019
Q4 | $282K | Buy |
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|
2019
Q3 | $267K | Sell |
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|
2019
Q2 | $280K | Buy |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $314K | Buy |
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|
2017
Q3 | $280K | Sell |
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|
2017
Q2 | $308K | Buy |
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|
2017
Q1 | $305K | Sell |
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|
2016
Q4 | $359K | Sell |
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|
2016
Q3 | $387K | Buy |
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|
2016
Q2 | $327K | Hold |
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|
2016
Q1 | $320K | Sell |
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|
2015
Q4 | $303K | Sell |
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|
2015
Q3 | $302K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $315K | Hold |
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|
2014
Q4 | $318K | Buy |
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|
2014
Q3 | $158K | Buy |
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|
2014
Q2 | $140K | Buy |
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|
2014
Q1 | $119K | Buy |
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|
2013
Q4 | $24K | Sell |
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|
2013
Q3 | $63K | Buy |
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|
2013
Q2 | $22K | Buy |
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