Spire Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Hold |
2,204
| – | – | ﹤0.01% | 944 |
|
|
2025
Q1 | $96.6K | Sell |
2,204
-527
| -19% | -$23.1K | ﹤0.01% | 1050 |
|
|
2024
Q4 | $108K | Hold |
2,731
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q3 | $120K | Buy |
2,731
+1,093
| +67% | +$47.9K | ﹤0.01% | 855 |
|
|
2024
Q2 | $64.5K | Sell |
1,638
-1,093
| -40% | -$43K | ﹤0.01% | 1029 |
|
|
2024
Q1 | $112K | Hold |
2,731
| – | – | ﹤0.01% | 959 |
|
|
2023
Q4 | $108K | Hold |
2,731
| – | – | ﹤0.01% | 977 |
|
|
2023
Q3 | $103K | Hold |
2,731
| – | – | ﹤0.01% | 943 |
|
|
2023
Q2 | $107K | Sell |
2,731
-376
| -12% | -$14.7K | ﹤0.01% | 951 |
|
|
2023
Q1 | $121K | Buy |
3,107
+1,213
| +64% | +$47.1K | ﹤0.01% | 900 |
|
|
2022
Q4 | $68K | Hold |
1,894
| – | – | ﹤0.01% | 879 |
|
|
2022
Q3 | $58K | Sell |
1,894
-1,213
| -39% | -$37.1K | ﹤0.01% | 897 |
|
|
2022
Q2 | $110K | Sell |
3,107
-2,449
| -44% | -$86.7K | ﹤0.01% | 998 |
|
|
2022
Q1 | $223K | Hold |
5,556
| – | – | 0.01% | 843 |
|
|
2021
Q4 | $233K | Sell |
5,556
-2,430
| -30% | -$102K | 0.01% | 1027 |
|
|
2021
Q3 | $326K | Hold |
7,986
| – | – | 0.01% | 724 |
|
|
2021
Q2 | $345K | Hold |
7,986
| – | – | 0.01% | 728 |
|
|
2021
Q1 | $339K | Buy |
+7,986
| New | +$339K | 0.01% | 802 |
|