Larson Financial Group’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Sell |
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|
2025
Q1 | $122K | Sell |
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|
2024
Q4 | $109K | Sell |
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|
2024
Q3 | $129K | Sell |
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|
2024
Q2 | $126K | Buy |
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|
2024
Q1 | $126K | Buy |
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|
2023
Q4 | $124K | Sell |
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|
2023
Q3 | $187K | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | $172K | Buy |
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|
2022
Q2 | $195K | Buy |
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|
2022
Q1 | $131K | Sell |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | $129K | Buy |
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|
2020
Q4 | $28K | Buy |
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