Institute for Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,723
| Closed | -$201K | – | 399 |
|
|
2019
Q4 | $201K | Buy |
+4,723
| New | +$201K | 0.05% | 421 |
|
|
2019
Q3 | – | Sell |
-4,933
| Closed | -$203K | – | 423 |
|
|
2019
Q2 | $203K | Sell |
4,933
-247
| -5% | -$10.2K | 0.04% | 432 |
|
|
2019
Q1 | $213K | Sell |
5,180
-100
| -2% | -$4.11K | 0.05% | 403 |
|
|
2018
Q4 | $200K | Buy |
+5,280
| New | +$200K | 0.08% | 243 |
|
|
2018
Q1 | – | Sell |
-5,390
| Closed | -$236K | – | 257 |
|
|
2017
Q4 | $236K | Buy |
+5,390
| New | +$236K | 0.05% | 336 |
|
|
2017
Q3 | – | Sell |
-5,560
| Closed | -$224K | – | 253 |
|
|
2017
Q2 | $224K | Buy |
+5,560
| New | +$224K | 0.06% | 356 |
|