Placemark Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $6.51M | Buy |
84,879
+2,010
| +2% | +$154K | 0.12% | 224 |
|
|
2014
Q3 | $6.08M | Buy |
82,869
+3,151
| +4% | +$231K | 0.11% | 226 |
|
|
2014
Q2 | $5.89M | Sell |
79,718
-2,495
| -3% | -$184K | 0.11% | 235 |
|
|
2014
Q1 | $5.78M | Buy |
82,213
+1,514
| +2% | +$106K | 0.11% | 208 |
|
|
2013
Q4 | $5.55M | Buy |
80,699
+1,581
| +2% | +$109K | 0.09% | 256 |
|
|
2013
Q3 | $5.03M | Buy |
79,118
+29,501
| +59% | +$1.88M | 0.1% | 251 |
|
|
2013
Q2 | $3.09M | Buy |
+49,617
| New | +$3.09M | 0.07% | 353 |
|