Guardian Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $54.4K | Sell |
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|
2024
Q4 | $79K | Hold |
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|
2024
Q3 | $82.6K | Sell |
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|
2024
Q2 | $75.4K | Hold |
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|
2024
Q1 | $77K | Sell |
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|
2023
Q4 | $77.1K | Sell |
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|
2023
Q3 | $105K | Sell |
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|
2023
Q2 | $118K | Sell |
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|
2023
Q1 | $128K | Sell |
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|
2022
Q4 | $154K | Buy |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $148K | Buy |
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|
2022
Q1 | $165K | Buy |
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|
2021
Q4 | $169K | Buy |
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