DWS
Dynamic Wealth Strategies’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 | $13.2K | Hold |
117
| – | – | 0.01% | 186 |
|
|
2025
Q1 | $12.8K | Buy |
+117
| New | +$12.8K | 0.01% | 187 |
|
|
2024
Q4 | – | Sell |
-117
| Closed | -$13K | – | 71 |
|
|
2024
Q3 | $13K | Hold |
117
| – | – | 0.01% | 185 |
|
|
2024
Q2 | $12K | Sell |
117
-16
| -12% | -$1.64K | 0.01% | 190 |
|
|
2024
Q1 | $14K | Hold |
133
| – | – | 0.01% | 184 |
|
|
2023
Q4 | $12.8K | Buy |
+133
| New | +$12.8K | 0.01% | 190 |
|