Marks Group Wealth Management’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
2020 Q2	–	Sell	-5,448	Closed	-$352K	–	240
2020 Q1	$352K	Hold	5,448	–	–	0.09%	169
2019 Q4	$504K	Buy	+5,448	New	+$504K	0.1%	173