Perigon Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Perigon Wealth Management’s Portfolio AIVL Stock Details AIVL Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$632K	Sell
2025 Q2	$665K	Sell
2025 Q1	$653K	Hold
2024 Q4	$648K	Buy
2024 Q3	$463K	Buy