Graves Light Lenhart Wealth’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 | $389K | Hold |
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|
2025
Q2 | $385K | Hold |
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|
2025
Q1 | $374K | Hold |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $384K | Hold |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $346K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $308K | Hold |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $377K | Hold |
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|
2021
Q4 | $385K | Hold |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $370K | Hold |
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|
2021
Q1 | $359K | Sell |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $291K | Sell |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $308K | Hold |
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|
2019
Q4 | $441K | Hold |
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|
2019
Q3 | $418K | Hold |
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|
2019
Q2 | $409K | Hold |
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|
2019
Q1 | $407K | Buy |
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|
2018
Q4 | $266K | Buy |
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