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Idaho Trust Bank’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Idaho Trust Bank’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
2024
Q2 		– Sell
-2,800
Closed -$285K – 81
2024
Q1 		$285K Buy
+2,800
New +$272K 0.28% 72

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Idaho Trust Bank's AIVL Position: Q2 2024 in Review

Idaho Trust Bank sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2024, closing a stake of 2,800 shares — an estimated $285K sold.

Idaho Trust Bank first reported a position in AIVL in Q1 2024 and held it in 1 quarter. The position peaked at $285K in Q1 2024. 116 funds tracked by Wall St. Rank hold AIVL as of Q2 2024.

  • Idaho Trust Bank reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 2,800 WisdomTree US AI Enhanced Value Fund shares in Q2 2024, an estimated $285K.
  • Idaho Trust Bank first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's WisdomTree US AI Enhanced Value Fund position peaked at $285K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.