Robinson Smith Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Hold |
7,623
| – | – | 0.69% | 30 |
|
|
2025
Q1 | $837K | Hold |
7,623
| – | – | 0.7% | 32 |
|
|
2024
Q4 | $812K | Hold |
7,623
| – | – | 0.69% | 31 |
|
|
2024
Q3 | $848K | Sell |
7,623
-240
| -3% | -$26.7K | 0.72% | 33 |
|
|
2024
Q2 | $785K | Sell |
7,863
-57
| -0.7% | -$5.69K | 0.69% | 38 |
|
|
2024
Q1 | $806K | Sell |
7,920
-50
| -0.6% | -$5.09K | 0.77% | 34 |
|
|
2023
Q4 | $764K | Buy |
+7,970
| New | +$764K | 0.75% | 33 |
|