Smart Money Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,032
| Closed | -$454K | – | 83 |
|
|
2020
Q1 | $454K | Sell |
7,032
-23,054
| -77% | -$1.49M | 0.32% | 56 |
|
|
2019
Q4 | $2.78M | Buy |
30,086
+7,300
| +32% | +$675K | 1.63% | 15 |
|
|
2019
Q3 | $1.99M | Sell |
22,786
-11,190
| -33% | -$978K | 1.6% | 17 |
|
|
2019
Q2 | $2.91M | Buy |
33,976
+2,429
| +8% | +$208K | 2.41% | 11 |
|
|
2019
Q1 | $2.7M | Sell |
31,547
-10,628
| -25% | -$909K | 2.36% | 11 |
|
|
2018
Q4 | $3.25M | Buy |
+42,175
| New | +$3.25M | 3.36% | 7 |
|
|
2018
Q3 | – | Sell |
-46,939
| Closed | -$4.08M | – | 56 |
|
|
2018
Q2 | $4.08M | Buy |
+46,939
| New | +$4.08M | 3.66% | 8 |
|