SouthState Corp’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
Q2 | $240K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $212K | Hold |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $231K | Hold |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $292K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $382K | Sell |
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|
2021
Q2 | $470K | Hold |
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|
2021
Q1 | $456K | Hold |
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|
2020
Q4 | $405K | Hold |
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|
2020
Q3 | $365K | Hold |
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|
2020
Q2 | $356K | Hold |
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|
2020
Q1 | $312K | Hold |
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|
2019
Q4 | $447K | Sell |
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|
2019
Q3 | $431K | Hold |
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|
2019
Q2 | $423K | Hold |
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|
2019
Q1 | $422K | Hold |
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|
2018
Q4 | $380K | Hold |
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|
2018
Q3 | $446K | Hold |
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|
2018
Q2 | $429K | Hold |
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|
2018
Q1 | $417K | Sell |
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|
2017
Q4 | $472K | Hold |
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|
2017
Q3 | $450 | Sell |
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|
2017
Q2 | $455K | Sell |
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|
2017
Q1 | $530K | Sell |
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|
2016
Q4 | $520K | Buy |
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|
2016
Q3 | $426K | Sell |
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|
2016
Q2 | $423K | Sell |
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|
2016
Q1 | $533K | Sell |
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|
2015
Q4 | $525K | Sell |
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|
2015
Q3 | $513K | Sell |
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|
2015
Q2 | $657K | Sell |
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|
2015
Q1 | $875K | Sell |
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|
2014
Q4 | $1.48M | Sell |
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|
2014
Q3 | $2.59M | Sell |
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|
2014
Q2 | $2.91M | Sell |
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|
2014
Q1 | $2.91M | Sell |
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|
2013
Q4 | $5.63M | Sell |
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|
2013
Q3 | $5.29M | Sell |
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|
2013
Q2 | $6.06M | Buy |
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