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Waverly Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Waverly Advisors’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-149
Closed -$7K – 691
2013
Q4 		$7K Sell
149
-464
-76% -$21.8K ﹤0.01% 611
2013
Q3 		$28K Buy
+613
New +$28K 0.01% 318