WealthBridge Capital 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
Q3 | $2.41M | Sell |
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|
2025
Q2 | $2.44M | Buy |
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|
2025
Q1 | $2.37M | Sell |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $2.42M | Buy |
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|
2024
Q2 | $2.14M | Sell |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q4 | $1.99M | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $2.06M | Buy |
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|
2023
Q1 | $1.98M | Buy |
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|
2022
Q4 | $1.97M | Sell |
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|
2022
Q3 | $1.91M | Hold |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $2.05M | Sell |
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|
2021
Q4 | $2.1M | Sell |
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|
2021
Q3 | $2.09M | Sell |
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|
2021
Q2 | $2.21M | Sell |
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|
2021
Q1 | $2.18M | Sell |
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|
2020
Q4 | $1.97M | Sell |
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|
2020
Q3 | $1.8M | Buy |
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|
2020
Q2 | $1.74M | Buy |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $735K | Buy |
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|
2019
Q3 | $694K | Sell |
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|
2019
Q2 | $612K | Buy |
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|
2019
Q1 | $672K | Sell |
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|
2018
Q4 | $612K | Buy |
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