NewEdge Advisors’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 | $691K | Buy |
|
|||||
|
2025
Q2 | $562K | Hold |
|
|||||
|
2025
Q1 | $546K | Hold |
|
|||||
|
2024
Q4 | $529K | Sell |
|
|||||
|
2024
Q3 | $560K | Sell |
|
|||||
|
2024
Q2 | $547K | Sell |
|
|||||
|
2024
Q1 | $562K | Sell |
|
|||||
|
2023
Q4 | $524K | Sell |
|
|||||
|
2023
Q3 | $509K | Sell |
|
|||||
|
2023
Q2 | $623K | Buy |
|
|||||
|
2023
Q1 | $85.8K | Sell |
|
|||||
|
2022
Q4 | $10.2K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $294K | Sell |
|
|||||
|
2020
Q3 | $282K | Sell |
|
|||||
|
2020
Q2 | $369K | Sell |
|
|||||
|
2020
Q1 | $747K | Sell |
|
|||||
|
2019
Q4 | $1.12M | Sell |
|
|||||
|
2019
Q3 | $1.15M | Buy |
|
|||||
|
2019
Q2 | $1.12M | Sell |
|
|||||
|
2019
Q1 | $1.15M | Sell |
|
|||||
|
2018
Q4 | $1.04K | Buy |
|
|||||
|
2018
Q3 | $1.06M | Buy |
|
|||||
|
2018
Q2 | $448 | Buy |
|
|||||
|
2018
Q1 | $264K | Sell |
|
|||||
|
2017
Q4 | $294K | Buy |
|
|||||
|
2017
Q3 | $277K | Sell |
|
|||||
|
2017
Q2 | $266K | Buy |
|
|||||
|
2017
Q1 | $233K | Hold |
|
|||||
|
2016
Q4 | $232K | Sell |
|
|||||
|
2016
Q3 | $223K | Sell |
|
|||||
|
2016
Q2 | $232K | Buy |
|