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Founders Grove Wealth Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.8M Sell
24,790
-71
-0.3% -$8.03K 0.7% 36
2025
Q1
$2.73M Sell
24,861
-253
-1% -$27.8K 0.76% 34
2024
Q4
$2.68M Buy
+25,114
New +$2.68M 0.77% 35