JNBA Financial 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
Q3 | $33.7K | Hold |
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|
2025
Q2 | $33.4K | Hold |
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2025
Q1 | $32.4K | Hold |
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|
2024
Q4 | $31.4K | Hold |
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|
2024
Q3 | $32.8K | Hold |
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|
2024
Q2 | $29.4K | Hold |
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|
2024
Q1 | $30K | Hold |
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|
2023
Q4 | $28.3K | Hold |
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|
2023
Q3 | $26.2K | Hold |
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|
2023
Q2 | $27.6K | Hold |
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|
2023
Q1 | $27K | Hold |
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|
2022
Q4 | $27.1K | Hold |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $29K | Sell |
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|
2021
Q4 | $181K | Sell |
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|
2021
Q3 | $187K | Hold |
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|
2021
Q2 | $194K | Sell |
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|
2021
Q1 | $189K | Sell |
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|
2020
Q4 | $179K | Hold |
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|
2020
Q3 | $161K | Hold |
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|
2020
Q2 | $158K | Sell |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $615K | Hold |
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|
2019
Q3 | $582K | Hold |
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|
2019
Q2 | $571K | Hold |
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|
2019
Q1 | $569K | Buy |
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|
2018
Q4 | $508K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $730K | Buy |
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|
2018
Q1 | $586K | Hold |
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|
2017
Q4 | $613K | Buy |
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|
2017
Q3 | $532K | Hold |
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|
2017
Q2 | $520K | Buy |
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|
2017
Q1 | $445K | Hold |
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|
2016
Q4 | $433K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $325K | Buy |
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|
2016
Q1 | $241K | Buy |
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|
2015
Q4 | $31K | Hold |
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|
2015
Q3 | $29K | Buy |
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