Stifel Financial’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
Q3 | $287K | Sell |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $253K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $436K | Sell |
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|
2015
Q3 | $492K | Sell |
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|
2015
Q2 | $618K | Buy |
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|
2015
Q1 | $633K | Sell |
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|
2014
Q4 | $3.83M | Buy |
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|
2014
Q3 | $3.57M | Buy |
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|
2014
Q2 | $3.5M | Buy |
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|
2014
Q1 | $586K | Buy |
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