MTM Investment 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 | $5.71K | Hold |
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|
2025
Q2 | $5.65K | Hold |
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2025
Q1 | $5.49K | Hold |
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|
2024
Q4 | $5.33K | Hold |
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|
2024
Q3 | $5.53K | Hold |
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|
2024
Q2 | $4.99K | Hold |
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|
2024
Q1 | $5.09K | Hold |
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|
2023
Q4 | $4.79K | Hold |
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|
2023
Q3 | $4.45K | Sell |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $92K | Hold |
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|
2022
Q2 | $101K | Hold |
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|
2022
Q1 | $112K | Hold |
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|
2021
Q4 | $114K | Sell |
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|
2021
Q3 | $134K | Hold |
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|
2021
Q2 | $139K | Hold |
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|
2021
Q1 | $135K | Hold |
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|
2020
Q4 | $120K | Buy |
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