LPL Financial’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 | $1.41M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $914K | Buy |
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|
2024
Q1 | $893K | Buy |
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|
2023
Q4 | $805K | Buy |
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|
2023
Q3 | $744K | Buy |
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|
2023
Q2 | $732K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $603K | Sell |
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|
2021
Q2 | $657K | Buy |
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|
2021
Q1 | $593K | Sell |
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|
2020
Q4 | $572K | Sell |
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|
2020
Q3 | $515K | Sell |
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|
2020
Q2 | $760K | Buy |
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|
2020
Q1 | $653K | Sell |
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|
2019
Q4 | $931K | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.29M | Sell |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $2.01M | Buy |
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|
2018
Q3 | $2.18M | Buy |
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|
2018
Q2 | $2.09M | Sell |
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|
2018
Q1 | $2.17M | Sell |
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|
2017
Q4 | $2.19M | Sell |
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|
2017
Q3 | $2.26M | Sell |
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|
2017
Q2 | $2.45M | Sell |
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|
2017
Q1 | $3.08M | Sell |
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|
2016
Q4 | $3.64M | Sell |
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|
2016
Q3 | $5.22M | Sell |
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|
2016
Q2 | $5.04M | Sell |
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|
2016
Q1 | $9.48M | Buy |
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|
2015
Q4 | $8.45M | Buy |
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|
2015
Q3 | $4.29M | Sell |
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|
2015
Q2 | $4.64M | Sell |
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|
2015
Q1 | $5M | Sell |
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|
2014
Q4 | $5.05M | Sell |
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|
2014
Q3 | $5.67M | Sell |
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|
2014
Q2 | $6.33M | Sell |
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|
2014
Q1 | $6.61M | Sell |
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|
2013
Q4 | $7.73M | Sell |
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|
2013
Q3 | $8.7M | Sell |
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|
2013
Q2 | $7.71M | Buy |
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