GHP Investment Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $161K | Buy |
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|
2025
Q2 | $155K | Buy |
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|
2025
Q1 | $140K | Buy |
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|
2024
Q4 | $126K | Buy |
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|
2024
Q3 | $139K | Buy |
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|
2024
Q2 | $125K | Buy |
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|
2024
Q1 | $128K | Buy |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $116K | Buy |
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|
2023
Q2 | $121K | Sell |
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|
2023
Q1 | $121K | Buy |
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|
2022
Q4 | $112K | Sell |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $128K | Sell |
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|
2022
Q1 | $176K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $459K | Sell |
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|
2019
Q3 | $447K | Buy |
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|
2019
Q2 | $369K | Sell |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $347K | Sell |
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|
2018
Q3 | $595K | Sell |
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|
2018
Q2 | $614K | Sell |
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|
2018
Q1 | $654K | Sell |
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|
2017
Q4 | $663K | Buy |
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|
2017
Q3 | $648K | Buy |
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|
2017
Q2 | $602K | Sell |
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|
2017
Q1 | $1.24M | Buy |
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|
2016
Q4 | $235K | Sell |
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|
2016
Q3 | $451K | Buy |
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|
2016
Q2 | $396K | Buy |
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|
2016
Q1 | $298K | Buy |
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|
2015
Q4 | $274K | Sell |
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|
2015
Q3 | $378K | Sell |
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|
2015
Q2 | $434K | Sell |
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|
2015
Q1 | $465K | Buy |
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|
2014
Q4 | $455K | Buy |
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