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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$287K	Hold
2025 Q1	$261K	Hold
2024 Q4	$235K	Hold
2024 Q3	$261K	Hold
2024 Q2	$235K	Buy