Sigma Planning Corp’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $461K | Buy |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $606K | Buy |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $489K | Buy |
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|
2021
Q1 | $427K | Sell |
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|
2020
Q4 | $419K | Buy |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | $298K | Sell |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q4 | $302K | Sell |
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|
2019
Q3 | $308K | Buy |
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|
2019
Q2 | $293K | Sell |
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|
2019
Q1 | $301K | Sell |
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|
2018
Q4 | $283K | Buy |
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|
2018
Q3 | $295K | Buy |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $260K | Buy |
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|
2017
Q4 | $259K | Sell |
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|
2017
Q3 | $255K | Buy |
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|
2017
Q2 | $241K | Buy |
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|
2017
Q1 | $227K | Hold |
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|
2016
Q4 | $213K | Sell |
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|
2016
Q3 | $236K | Buy |
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|
2016
Q2 | $227K | Buy |
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|
2016
Q1 | $221K | Sell |
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|
2015
Q4 | $227K | Buy |
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|
2015
Q3 | $218K | Sell |
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|
2015
Q2 | $267K | Sell |
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|
2015
Q1 | $302K | Buy |
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|
2014
Q4 | $289K | Buy |
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