Rockefeller Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $93.2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q4 | $161K | Hold |
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|
2022
Q3 | $143K | Hold |
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|
2022
Q2 | $156K | Buy |
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|
2022
Q1 | $157K | Sell |
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|
2021
Q4 | $185K | Buy |
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|
2021
Q3 | $125K | Buy |
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|
2021
Q2 | $97K | Hold |
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|
2021
Q1 | $94K | Hold |
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|
2020
Q4 | $83K | Hold |
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|
2020
Q3 | $75K | Hold |
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|
2020
Q2 | $74K | Hold |
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|
2020
Q1 | $65K | Buy |
|