Tradition Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
2,875
-321
| -10% | -$36.3K | 0.03% | 333 |
|
|
2025
Q1 | $351K | Sell |
3,196
-321
| -9% | -$35.2K | 0.03% | 311 |
|
|
2024
Q4 | $375K | Hold |
3,517
| – | – | 0.03% | 292 |
|
|
2024
Q3 | $391K | Hold |
3,517
| – | – | 0.03% | 279 |
|
|
2024
Q2 | $351K | Hold |
3,517
| – | – | 0.03% | 285 |
|
|
2024
Q1 | $358K | Hold |
3,517
| – | – | 0.04% | 274 |
|
|
2023
Q4 | $337K | Hold |
3,517
| – | – | 0.04% | 257 |
|
|
2023
Q3 | $313K | Hold |
3,517
| – | – | 0.04% | 246 |
|
|
2023
Q2 | $329K | Hold |
3,517
| – | – | 0.04% | 236 |
|
|
2023
Q1 | $322K | Hold |
3,517
| – | – | 0.04% | 230 |
|
|
2022
Q4 | $323K | Hold |
3,517
| – | – | 0.05% | 213 |
|
|
2022
Q3 | $287K | Hold |
3,517
| – | – | 0.04% | 212 |
|
|
2022
Q2 | $312K | Sell |
3,517
-26
| -0.7% | -$2.31K | 0.05% | 209 |
|
|
2022
Q1 | $351K | Hold |
3,543
| – | – | 0.04% | 229 |
|
|
2021
Q4 | $358K | Hold |
3,543
| – | – | 0.05% | 220 |
|
|
2021
Q3 | $333K | Hold |
3,543
| – | – | 0.05% | 211 |
|
|
2021
Q2 | $345K | Hold |
3,543
| – | – | 0.05% | 218 |
|
|
2021
Q1 | $334K | Hold |
3,543
| – | – | 0.06% | 199 |
|
|
2020
Q4 | $297K | Buy |
+3,543
| New | +$297K | 0.06% | 198 |
|