Sand Hill Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $210K | Sell |
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|
2020
Q4 | $285K | Sell |
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|
2020
Q3 | $493K | Sell |
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|
2020
Q2 | $559K | Sell |
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|
2020
Q1 | $518K | Sell |
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|
2019
Q4 | $745K | Hold |
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|
2019
Q3 | $704K | Hold |
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|
2019
Q2 | $690K | Sell |
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|
2019
Q1 | $753K | Sell |
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|
2018
Q4 | $687K | Hold |
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|
2018
Q3 | $807K | Hold |
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|
2018
Q2 | $775K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $797K | Hold |
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|
2017
Q3 | $760K | Hold |
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|
2017
Q2 | $742K | Sell |
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|
2017
Q1 | $1.18M | Hold |
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|
2016
Q4 | $1.15M | Buy |
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