DWP
Destiny Wealth Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Hold |
6,120
| – | – | 0.09% | 103 |
|
|
2025
Q1 | $672K | Hold |
6,120
| – | – | 0.11% | 96 |
|
|
2024
Q4 | $652K | Hold |
6,120
| – | – | 0.11% | 99 |
|
|
2024
Q3 | $681K | Hold |
6,120
| – | – | 0.12% | 93 |
|
|
2024
Q2 | $611K | Hold |
6,120
| – | – | 0.11% | 91 |
|
|
2024
Q1 | $623K | Hold |
6,120
| – | – | 0.11% | 89 |
|
|
2023
Q4 | $583K | Hold |
6,120
| – | – | 0.11% | 87 |
|
|
2023
Q3 | $544K | Hold |
6,120
| – | – | 0.11% | 91 |
|
|
2023
Q2 | $592K | Hold |
6,120
| – | – | 0.11% | 89 |
|
|
2023
Q1 | $561K | Hold |
6,120
| – | – | 0.12% | 91 |
|
|
2022
Q4 | $562K | Hold |
6,120
| – | – | 0.12% | 93 |
|
|
2022
Q3 | $500K | Hold |
6,120
| – | – | 0.11% | 97 |
|
|
2022
Q2 | $543K | Hold |
6,120
| – | – | 0.12% | 90 |
|
|
2022
Q1 | $606K | Hold |
6,120
| – | – | 0.12% | 93 |
|
|
2021
Q4 | $619K | Hold |
6,120
| – | – | 0.12% | 100 |
|
|
2021
Q3 | $575K | Hold |
6,120
| – | – | 0.12% | 102 |
|
|
2021
Q2 | $595K | Hold |
6,120
| – | – | 0.11% | 113 |
|
|
2021
Q1 | $577K | Hold |
6,120
| – | – | 0.12% | 96 |
|
|
2020
Q4 | $512K | Buy |
+6,120
| New | +$512K | 0.11% | 99 |
|