Envestnet Asset Management’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
Q2 | $1.33M | Sell |
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|
2025
Q1 | $2.48M | Sell |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $2.49M | Sell |
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|
2024
Q1 | $2.56M | Sell |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $2.48M | Sell |
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|
2023
Q2 | $2.82M | Sell |
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|
2023
Q1 | $2.91M | Sell |
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|
2022
Q4 | $2.99M | Buy |
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|
2022
Q3 | $2.46M | Sell |
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|
2022
Q2 | $2.91M | Sell |
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|
2022
Q1 | $3.35M | Sell |
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|
2021
Q4 | $3.85M | Buy |
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|
2021
Q3 | $3.54M | Sell |
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|
2021
Q2 | $9.45M | Sell |
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|
2021
Q1 | $9.31M | Buy |
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|
2020
Q4 | $523K | Buy |
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|
2020
Q3 | $316K | Sell |
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|
2020
Q2 | $323K | Sell |
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|
2020
Q1 | $532K | Sell |
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|
2019
Q4 | $983K | Buy |
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|
2019
Q3 | $727K | Sell |
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|
2019
Q2 | $726K | Buy |
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|
2019
Q1 | $687K | Sell |
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|
2018
Q4 | $636K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $47K | Buy |
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|
2017
Q3 | $34K | Sell |
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|
2017
Q2 | $128K | Sell |
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|
2017
Q1 | $862K | Sell |
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|
2016
Q4 | $861K | Sell |
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|
2016
Q3 | $930K | Sell |
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|
2016
Q2 | $3.83M | Sell |
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|
2016
Q1 | $3.85M | Sell |
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|
2015
Q4 | $4.36M | Sell |
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|
2015
Q3 | $4.62M | Sell |
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|
2015
Q2 | $5.23M | Sell |
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|
2015
Q1 | $6.05M | Buy |
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|
2014
Q4 | – | Hold |
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|
2014
Q3 | – | Hold |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $5K | Sell |
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|
2013
Q4 | $21K | Buy |
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|
2013
Q3 | $19K | Sell |
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|
2013
Q2 | $10.1M | Buy |
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