Noble Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
89,042
+7,540
| +9% | +$852K | 2.46% | 14 |
|
|
2025
Q1 | $8.95M | Sell |
81,502
-195
| -0.2% | -$21.4K | 2.46% | 14 |
|
|
2024
Q4 | $8.7M | Sell |
81,697
-1,811
| -2% | -$193K | 2.4% | 15 |
|
|
2024
Q3 | $9.29M | Sell |
83,508
-123
| -0.1% | -$13.7K | 2.5% | 15 |
|
|
2024
Q2 | $8.35M | Sell |
83,631
-474
| -0.6% | -$47.3K | 2.4% | 15 |
|
|
2024
Q1 | $8.56M | Sell |
84,105
-375
| -0.4% | -$38.2K | 2.44% | 15 |
|
|
2023
Q4 | $8.1M | Sell |
84,480
-75
| -0.1% | -$7.19K | 2.45% | 14 |
|
|
2023
Q3 | $7.52M | Hold |
84,555
| – | – | 2.54% | 14 |
|
|
2023
Q2 | $7.91M | Sell |
84,555
-88
| -0.1% | -$8.23K | 2.57% | 14 |
|
|
2023
Q1 | $7.76M | Buy |
+84,643
| New | +$7.76M | 2.65% | 14 |
|