Fingerlakes Wealth Management’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 | $285K | Sell |
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|
2025
Q2 | $307K | Buy |
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|
2025
Q1 | $297K | Buy |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $304K | Sell |
|
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $267K | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $398K | Buy |
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