Gladstone Institutional Advisory’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
Q1
Sell
2024
Q4
$276K Sell
2024
Q3
$313K Buy
2024
Q2
$279K Buy
2024
Q1
$277K Buy
2023
Q4
$226K Buy