Northwestern Mutual Wealth 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 | $9.94K | Sell |
|
|||||
|
2025
Q2 | $294K | Hold |
|
|||||
|
2025
Q1 | $286K | Buy |
|
|||||
|
2024
Q4 | $320 | Sell |
|
|||||
|
2024
Q3 | $8.57K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $88K | Hold |
|
|||||
|
2022
Q4 | $88.1K | Sell |
|
|||||
|
2022
Q3 | $82K | Hold |
|
|||||
|
2022
Q2 | $89K | Hold |
|
|||||
|
2022
Q1 | $99K | Sell |
|
|||||
|
2021
Q4 | $171K | Buy |
|
|||||
|
2021
Q3 | $27K | Hold |
|
|||||
|
2021
Q2 | $28K | Sell |
|
|||||
|
2021
Q1 | $40K | Buy |
|
|||||
|
2020
Q4 | $25K | Sell |
|
|||||
|
2020
Q3 | $47K | Hold |
|
|||||
|
2020
Q2 | $46K | Hold |
|
|||||
|
2020
Q1 | $40K | Sell |
|
|||||
|
2019
Q4 | $250K | Buy |
|
|||||
|
2019
Q3 | $235K | Buy |
|
|||||
|
2019
Q2 | $52K | Sell |
|
|||||
|
2019
Q1 | $84K | Hold |
|
|||||
|
2018
Q4 | $76K | Sell |
|
|||||
|
2018
Q3 | $326K | Hold |
|
|||||
|
2018
Q2 | $314K | Buy |
|
|||||
|
2018
Q1 | $294K | Buy |
|
|||||
|
2017
Q4 | $289K | Sell |
|
|||||
|
2017
Q3 | $363K | Buy |
|
|||||
|
2017
Q2 | $342K | Buy |
|
|||||
|
2017
Q1 | $271K | Buy |
|
|||||
|
2016
Q4 | $171K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $187K | Buy |
|
|||||
|
2016
Q1 | $154K | Buy |
|
|||||
|
2015
Q4 | $16K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $6K | Buy |
|