GWM
Guardian Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-495
| Closed | -$54.4K | – | 68 |
|
|
2025
Q1 | $54.4K | Sell |
495
-247
| -33% | -$27.2K | 0.04% | 102 |
|
|
2024
Q4 | $79K | Hold |
742
| – | – | 0.05% | 98 |
|
|
2024
Q3 | $82.6K | Sell |
742
-14
| -2% | -$1.56K | 0.06% | 96 |
|
|
2024
Q2 | $75.4K | Hold |
756
| – | – | 0.06% | 94 |
|
|
2024
Q1 | $77K | Sell |
756
-48
| -6% | -$4.89K | 0.06% | 96 |
|
|
2023
Q4 | $77.1K | Sell |
804
-372
| -32% | -$35.7K | 0.07% | 95 |
|
|
2023
Q3 | $105K | Sell |
1,176
-86
| -7% | -$7.65K | 0.1% | 82 |
|
|
2023
Q2 | $118K | Sell |
1,262
-131
| -9% | -$12.3K | 0.11% | 77 |
|
|
2023
Q1 | $128K | Sell |
1,393
-281
| -17% | -$25.8K | 0.12% | 79 |
|
|
2022
Q4 | $154K | Buy |
1,674
+4
| +0.2% | +$367 | 0.15% | 83 |
|
|
2022
Q3 | $136K | Sell |
1,670
-2
| -0.1% | -$163 | 0.15% | 78 |
|
|
2022
Q2 | $148K | Buy |
1,672
+4
| +0.2% | +$354 | 0.16% | 77 |
|
|
2022
Q1 | $165K | Buy |
1,668
+2
| +0.1% | +$198 | 0.16% | 81 |
|
|
2021
Q4 | $169K | Buy |
+1,666
| New | +$169K | 0.16% | 76 |
|