Focus Financial Network’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
2024
Q1
Sell
2023
Q4
$773K Buy
2022
Q1
Sell
2021
Q4
$922K Buy
2021
Q3
$814K Buy
2021
Q2
$839K Sell
2021
Q1
$847K Buy