EWM
Evercore Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1016 |
|
|
2016
Q1 | $1K | Sell |
20
-749
| -97% | -$37.5K | ﹤0.01% | 919 |
|
|
2015
Q4 | $29K | Hold |
769
| – | – | ﹤0.01% | 692 |
|
|
2015
Q3 | $30K | Hold |
769
| – | – | ﹤0.01% | 668 |
|
|
2015
Q2 | $33K | Hold |
769
| – | – | ﹤0.01% | 705 |
|
|
2015
Q1 | $34K | Buy |
+769
| New | +$34K | ﹤0.01% | 677 |
|
|
2014
Q4 | – | Sell |
-769
| Closed | -$36K | – | 867 |
|
|
2014
Q3 | $36K | Hold |
769
| – | – | ﹤0.01% | 653 |
|
|
2014
Q2 | $39K | Hold |
769
| – | – | ﹤0.01% | 642 |
|
|
2014
Q1 | $38K | Hold |
769
| – | – | ﹤0.01% | 637 |
|
|
2013
Q4 | $37K | Buy |
769
+297
| +63% | +$14.3K | ﹤0.01% | 602 |
|
|
2013
Q3 | $22K | Buy |
472
+231
| +96% | +$10.8K | ﹤0.01% | 670 |
|
|
2013
Q2 | $10K | Buy |
+241
| New | +$10K | ﹤0.01% | 720 |
|