StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $594K | Sell |
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2023
Q3 | $554K | Buy |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $598K | Sell |
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|
2022
Q4 | $630K | Sell |
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|
2022
Q3 | $646K | Sell |
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|
2022
Q2 | $728K | Sell |
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|
2022
Q1 | $818K | Sell |
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|
2021
Q4 | $845K | Sell |
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|
2021
Q3 | $830K | Sell |
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|
2021
Q2 | $933K | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $3.35M | Sell |
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|
2019
Q3 | $5.13M | Buy |
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|
2019
Q2 | $4.91M | Buy |
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|
2019
Q1 | $4.45M | Buy |
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|
2018
Q4 | $3.46M | Buy |
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|
2018
Q3 | $3.01M | Buy |
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|
2018
Q2 | $1.86M | Sell |
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|
2018
Q1 | $1.82M | Buy |
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|
2017
Q4 | $1.86M | Sell |
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|
2017
Q3 | $1.8M | Sell |
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|
2017
Q2 | $1.78M | Buy |
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|
2017
Q1 | $1.76M | Buy |
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|
2016
Q4 | $1.68M | Buy |
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|
2016
Q3 | $1.63M | Sell |
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|
2016
Q2 | $1.84M | Buy |
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|
2016
Q1 | $1.32M | Sell |
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|
2015
Q4 | $1.33M | Buy |
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