Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.21M | Hold |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $913K | Sell |
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|
2023
Q3 | $912K | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $1.86M | Sell |
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|
2021
Q4 | $4.3M | Sell |
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|
2021
Q3 | $4.02M | Buy |
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|
2021
Q2 | $4.15M | Sell |
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|
2021
Q1 | $4.07M | Buy |
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|
2020
Q4 | $3.52M | Sell |
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|
2020
Q3 | $3.58M | Sell |
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|
2020
Q2 | $3.67M | Sell |
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|
2020
Q1 | $3.23M | Sell |
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|
2019
Q4 | $5.35M | Buy |
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|
2019
Q3 | $4.93M | Sell |
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|
2019
Q2 | $4.96M | Sell |
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|
2019
Q1 | $7.2M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.01M | Sell |
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|
2018
Q2 | $3.08M | Buy |
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|
2018
Q1 | $2.96M | Sell |
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|
2017
Q4 | $3.52M | Buy |
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|
2017
Q3 | $3.13M | Sell |
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|
2017
Q2 | $5.51M | Buy |
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|
2017
Q1 | $5.52M | Sell |
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|
2016
Q4 | $5.53M | Buy |
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|
2016
Q3 | $5.32M | Sell |
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|
2016
Q2 | $5.53M | Sell |
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|
2016
Q1 | $5.43M | Sell |
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|
2015
Q4 | $5.5M | Buy |
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|
2015
Q3 | $3.81M | Buy |
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|
2015
Q2 | $788K | Sell |
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|
2015
Q1 | $2.68M | Sell |
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|
2014
Q4 | $2.78M | Buy |
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|
2014
Q3 | $2.24M | Buy |
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|
2014
Q2 | $2.23M | Buy |
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|
2014
Q1 | $2.08M | Buy |
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|
2013
Q4 | $1.77M | Buy |
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|
2013
Q3 | $1.55M | Sell |
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|
2013
Q2 | $6.41M | Buy |
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