Robinson Smith Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Robinson Smith Wealth Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$871K	Hold
2025 Q2	$862K	Hold
2025 Q1	$837K	Hold
2024 Q4	$812K	Hold
2024 Q3	$848K	Sell
2024 Q2	$785K	Sell
2024 Q1	$806K	Sell
2023 Q4	$764K	Buy