Glassman Wealth Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.8K | Hold |
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|
2025
Q2 | $40.4K | Hold |
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|
2025
Q1 | $39.2K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $75K | Hold |
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|
2020
Q2 | $74K | Hold |
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|
2020
Q1 | $65K | Hold |
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|
2019
Q4 | $92K | Hold |
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|
2019
Q3 | $87K | Hold |
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|
2019
Q2 | $86K | Hold |
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|
2019
Q1 | $85K | Hold |
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|
2018
Q4 | $77K | Hold |
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|
2018
Q3 | $90K | Hold |
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|
2018
Q2 | $87K | Hold |
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|
2018
Q1 | $85K | Hold |
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|
2017
Q4 | $88K | Buy |
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