Waverly Advisors’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 | $478K | Sell |
4,225
-82
| -2% | -$9.27K | 0.01% | 814 |
|
|
2025
Q1 | $473K | Sell |
4,307
-15
| -0.3% | -$1.65K | 0.01% | 794 |
|
|
2024
Q4 | $460K | Sell |
4,322
-791
| -15% | -$84.3K | 0.01% | 701 |
|
|
2024
Q3 | $569K | Buy |
5,113
+1
| +0% | +$111 | 0.01% | 554 |
|
|
2024
Q2 | $510K | Sell |
5,112
-514
| -9% | -$51.3K | 0.01% | 576 |
|
|
2024
Q1 | $573K | Buy |
+5,626
| New | +$573K | 0.01% | 454 |
|