Fidelity Investments’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
Q3 | $68.8K | Hold |
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|
2025
Q2 | $68.1K | Buy |
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|
2025
Q1 | $66K | Sell |
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|
2024
Q4 | $64.1K | Buy |
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|
2024
Q3 | $66.9K | Sell |
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|
2024
Q2 | $60.2K | Buy |
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|
2024
Q1 | $61.2K | Hold |
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|
2023
Q4 | $57.6K | Hold |
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|
2023
Q3 | $53.5K | Sell |
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|
2023
Q2 | $56.3K | Buy |
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|
2023
Q1 | $55.1K | Hold |
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|
2022
Q4 | $55.2K | Hold |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $54K | Sell |
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|
2022
Q1 | $72K | Sell |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $72K | Buy |
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|
2021
Q1 | $41K | Sell |
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|
2020
Q4 | $45K | Sell |
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|
2020
Q3 | $78K | Buy |
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|
2020
Q2 | $72K | Sell |
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|
2020
Q1 | $63K | Sell |
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|
2019
Q4 | $111K | Buy |
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|
2019
Q3 | $95K | Buy |
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|
2019
Q2 | $83K | Buy |
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|
2019
Q1 | $74K | Buy |
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|
2018
Q4 | $14K | Buy |
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|
2018
Q3 | $0 | Buy |
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