GWMI
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Guardian Wealth Management (Illinois)’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-495
Closed -$54.4K – 68
2025
Q1 		$54.4K Sell
495
-247
-33% -$27.1K 0.04% 102
2024
Q4 		$79K Hold
742
– – 0.05% 98
2024
Q3 		$82.6K Sell
742
-14
-2% -$1.48K 0.06% 96
2024
Q2 		$75.4K Hold
756
– – 0.06% 94
2024
Q1 		$77K Sell
756
-48
-6% -$4.66K 0.06% 96
2023
Q4 		$77.1K Sell
804
-372
-32% -$33.5K 0.07% 95
2023
Q3 		$105K Sell
1,176
-86
-7% -$8.05K 0.1% 82
2023
Q2 		$118K Sell
1,262
-131
-9% -$11.9K 0.11% 77
2023
Q1 		$128K Sell
1,393
-281
-17% -$26.1K 0.12% 79
2022
Q4 		$154K Buy
1,674
+4
+0.2% +$360 0.15% 83
2022
Q3 		$136K Sell
1,670
-2
-0.1% -$183 0.15% 78
2022
Q2 		$148K Buy
1,672
+4
+0.2% +$379 0.16% 77
2022
Q1 		$165K Buy
1,668
+2
+0.1% +$197 0.16% 81
2021
Q4 		$169K Buy
+1,666
New +$162K 0.16% 76

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CWM
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SL
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FGWP
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WCM
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