Tradition Wealth Management’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 | $325K | Sell |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $375K | Hold |
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|
2024
Q3 | $391K | Hold |
|
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|
2024
Q2 | $351K | Hold |
|
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|
2024
Q1 | $358K | Hold |
|
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|
2023
Q4 | $337K | Hold |
|
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|
2023
Q3 | $313K | Hold |
|
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $322K | Hold |
|
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $358K | Hold |
|
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $334K | Hold |
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|
2020
Q4 | $297K | Buy |
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