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EP Wealth Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

EP Wealth Advisors’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$287K Hold
5,960
– – ﹤0.01% 1044
2025
Q1 		$261K Hold
5,960
– – ﹤0.01% 989
2024
Q4 		$235K Hold
5,960
– – ﹤0.01% 989
2024
Q3 		$261K Hold
5,960
– – ﹤0.01% 918
2024
Q2 		$235K Buy
+5,960
New +$235K ﹤0.01% 720