Cutler Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1759 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2055 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2419 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2806 |
|
|
2016
Q3 | – | Sell |
-1,788
| Closed | -$137K | – | 2705 |
|
|
2016
Q2 | $137K | Sell |
1,788
-500
| -22% | -$38.3K | 0.01% | 858 |
|
|
2016
Q1 | $172K | Sell |
2,288
-100
| -4% | -$7.52K | 0.01% | 669 |
|
|
2015
Q4 | $167K | Buy |
+2,388
| New | +$167K | 0.01% | 791 |
|