Glassman Wealth Services’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 | $40.4K | Hold |
357
| – | – | 0.01% | 118 |
|
|
2025
Q1 | $39.2K | Buy |
+357
| New | +$39.2K | 0.01% | 111 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$75K | – | 1332 |
|
|
2020
Q3 | $75K | Hold |
1,000
| – | – | 0.02% | 236 |
|
|
2020
Q2 | $74K | Hold |
1,000
| – | – | 0.02% | 197 |
|
|
2020
Q1 | $65K | Hold |
1,000
| – | – | 0.03% | 201 |
|
|
2019
Q4 | $92K | Hold |
1,000
| – | – | 0.03% | 187 |
|
|
2019
Q3 | $87K | Hold |
1,000
| – | – | 0.04% | 178 |
|
|
2019
Q2 | $86K | Hold |
1,000
| – | – | 0.03% | 180 |
|
|
2019
Q1 | $85K | Hold |
1,000
| – | – | 0.04% | 179 |
|
|
2018
Q4 | $77K | Hold |
1,000
| – | – | 0.04% | 161 |
|
|
2018
Q3 | $90K | Hold |
1,000
| – | – | 0.04% | 167 |
|
|
2018
Q2 | $87K | Hold |
1,000
| – | – | 0.04% | 149 |
|
|
2018
Q1 | $85K | Hold |
1,000
| – | – | 0.05% | 137 |
|
|
2017
Q4 | $88K | Buy |
+1,000
| New | +$88K | 0.05% | 125 |
|