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Davidson & Garrard’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Davidson & Garrard’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-5,000
Closed -$351K – 183
2014
Q1 		$351K Sell
5,000
-800
-14% -$56.2K 0.09% 148
2013
Q4 		$399K Hold
5,800
– – 0.1% 142
2013
Q3 		$369K Hold
5,800
– – 0.1% 141
2013
Q2 		$361K Buy
+5,800
New +$361K 0.11% 130