Jones Financial Companies
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Jones Financial Companies’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Jones Financial Companies’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
2025
Q3 		$75.7K Sell
2025
Q2 		$84.3K Buy
2025
Q1 		$73.7K Buy
2024
Q4 		$62.5K Buy
2024
Q3 		$65K Buy
2024
Q2 		$31.8K Buy
2021
Q1 		– Sell
2020
Q4 		$8K Buy