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

Sax Wealth Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$235K	Hold
2025 Q2	$233K	Hold
2025 Q1	$226K	Hold
2024 Q4	$219K	Hold
2024 Q3	$229K	Hold
2024 Q2	$205K	Hold
2024 Q1	$209K	Buy
2022 Q2	–	Sell
2022 Q1	$204K	Buy
2021 Q4	$208K	Buy