HighTower Advisors’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 | $275K | Buy |
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|
2025
Q1 | $249K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $267K | Buy |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $242K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $326K | Sell |
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|
2019
Q3 | $337K | Buy |
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|
2019
Q2 | $330K | Sell |
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|
2019
Q1 | $368K | Sell |
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|
2018
Q4 | $349K | Buy |
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|
2018
Q3 | $401K | Sell |
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|
2018
Q2 | $407K | Buy |
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|
2018
Q1 | $354K | Hold |
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|
2017
Q4 | $369K | Sell |
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|
2017
Q3 | $397K | Sell |
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|
2017
Q2 | $400K | Buy |
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|
2017
Q1 | $303K | Buy |
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|
2016
Q4 | $278K | Sell |
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|
2016
Q3 | $289K | Sell |
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|
2016
Q2 | $323K | Buy |
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|
2016
Q1 | $309K | Sell |
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|
2015
Q4 | $397K | Sell |
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|
2015
Q3 | $439K | Buy |
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|
2015
Q2 | $383K | Sell |
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|
2015
Q1 | $524K | Buy |
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|
2014
Q4 | $503K | Buy |
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|
2014
Q3 | $330K | Buy |
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|
2014
Q2 | $327K | Hold |
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|
2014
Q1 | $311K | Sell |
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|
2013
Q4 | $332K | Sell |
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|
2013
Q3 | $313K | Sell |
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|
2013
Q2 | $1.56M | Buy |
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