Fingerlakes Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
2,715
+11
| +0.4% | +$1.24K | 0.23% | 79 |
|
|
2025
Q1 | $297K | Buy |
2,704
+9
| +0.3% | +$988 | 0.25% | 75 |
|
|
2024
Q4 | $287K | Sell |
2,695
-33
| -1% | -$3.52K | 0.23% | 75 |
|
|
2024
Q3 | $304K | Sell |
2,728
-48
| -2% | -$5.34K | 0.25% | 74 |
|
|
2024
Q2 | $277K | Sell |
2,776
-24
| -0.9% | -$2.4K | 0.25% | 76 |
|
|
2024
Q1 | $285K | Buy |
2,800
+14
| +0.5% | +$1.43K | 0.28% | 72 |
|
|
2023
Q4 | $267K | Buy |
2,786
+17
| +0.6% | +$1.63K | 0.29% | 76 |
|
|
2023
Q3 | $246K | Buy |
2,769
+22
| +0.8% | +$1.96K | 0.3% | 76 |
|
|
2023
Q2 | $257K | Buy |
2,747
+16
| +0.6% | +$1.5K | 0.29% | 79 |
|
|
2023
Q1 | $250K | Buy |
2,731
+13
| +0.5% | +$1.19K | 0.31% | 80 |
|
|
2022
Q4 | $250K | Buy |
2,718
+19
| +0.7% | +$1.74K | 0.34% | 79 |
|
|
2022
Q3 | $220K | Sell |
2,699
-631
| -19% | -$51.4K | 0.32% | 79 |
|
|
2022
Q2 | $296K | Buy |
3,330
+15
| +0.5% | +$1.33K | 0.41% | 69 |
|
|
2022
Q1 | $328K | Sell |
3,315
-637
| -16% | -$63K | 0.38% | 68 |
|
|
2021
Q4 | $398K | Buy |
+3,952
| New | +$398K | 0.45% | 62 |
|