Focus Partners Wealth’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 | $782K | Buy |
6,914
+1,059
| +18% | +$120K | ﹤0.01% | 1235 |
|
|
2025
Q1 | $643K | Sell |
5,855
-1,977
| -25% | -$217K | ﹤0.01% | 1223 |
|
|
2024
Q4 | $834K | Buy |
7,832
+5,937
| +313% | +$632K | ﹤0.01% | 1111 |
|
|
2024
Q3 | $211K | Sell |
1,895
-4,353
| -70% | -$484K | ﹤0.01% | 1431 |
|
|
2024
Q2 | $624K | Buy |
6,248
+5
| +0.1% | +$499 | ﹤0.01% | 904 |
|
|
2024
Q1 | $635K | Buy |
+6,243
| New | +$635K | 0.01% | 677 |
|