MAI Capital Management’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 | $1.88M | Sell |
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|
2025
Q2 | $1.87M | Hold |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $339K | Hold |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $452K | Hold |
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|
2021
Q1 | $438K | Hold |
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|
2020
Q4 | $389K | Buy |
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|
2020
Q3 | $223K | Hold |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $346K | Hold |
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|
2019
Q3 | $327K | Buy |
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|
2019
Q2 | $320K | Buy |
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|
2019
Q1 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Hold |
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|
2018
Q2 | $213K | Hold |
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|
2018
Q1 | $207K | Hold |
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|
2017
Q4 | $217K | Hold |
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|
2017
Q3 | $207K | Sell |
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|
2017
Q2 | $210K | Hold |
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|
2017
Q1 | $211K | Hold |
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|
2016
Q4 | $205K | Hold |
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|
2016
Q3 | $201K | Buy |
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