JFG
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JDM Financial Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

JDM Financial Group’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-150
Closed -$16K – 299
2024
Q4 		$16K Hold
150
– – 0.01% 141
2024
Q3 		$16.7K Buy
+150
New +$16.7K 0.01% 137