Marcuard Family Office’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-4,000
Closed -$281K 25
2014
Q1
$281K Hold
4,000
0.68% 22
2013
Q4
$275K Hold
4,000
0.59% 26
2013
Q3
$255K Hold
4,000
0.49% 32
2013
Q2
$249K Buy
+4,000
New +$249K 0.4% 33