WealthBridge Capital 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 | $2.44M | Buy |
21,594
+40
| +0.2% | +$4.52K | 0.62% | 37 |
|
|
2025
Q1 | $2.37M | Sell |
21,554
-96
| -0.4% | -$10.5K | 0.67% | 34 |
|
|
2024
Q4 | $2.31M | Sell |
21,650
-113
| -0.5% | -$12K | 0.64% | 38 |
|
|
2024
Q3 | $2.42M | Buy |
21,763
+296
| +1% | +$32.9K | 0.69% | 32 |
|
|
2024
Q2 | $2.14M | Sell |
21,467
-64
| -0.3% | -$6.39K | 0.7% | 31 |
|
|
2024
Q1 | $2.19M | Buy |
21,531
+826
| +4% | +$84.1K | 0.74% | 33 |
|
|
2023
Q4 | $1.99M | Sell |
20,705
-230
| -1% | -$22.1K | 0.74% | 31 |
|
|
2023
Q3 | $1.86M | Sell |
20,935
-1,063
| -5% | -$94.6K | 0.77% | 30 |
|
|
2023
Q2 | $2.06M | Buy |
21,998
+417
| +2% | +$39K | 0.82% | 30 |
|
|
2023
Q1 | $1.98M | Buy |
21,581
+78
| +0.4% | +$7.15K | 0.79% | 30 |
|
|
2022
Q4 | $1.97M | Sell |
21,503
-8
| -0% | -$734 | 0.82% | 27 |
|
|
2022
Q3 | $1.91M | Hold |
21,511
| – | – | 0.81% | 27 |
|
|
2022
Q2 | $1.91M | Buy |
21,511
+807
| +4% | +$71.6K | 0.81% | 27 |
|
|
2022
Q1 | $2.05M | Sell |
20,704
-10
| -0% | -$991 | 0.77% | 30 |
|
|
2021
Q4 | $2.1M | Sell |
20,714
-1,559
| -7% | -$158K | 0.78% | 29 |
|
|
2021
Q3 | $2.09M | Sell |
22,273
-483
| -2% | -$45.4K | 0.78% | 32 |
|
|
2021
Q2 | $2.21M | Sell |
22,756
-344
| -1% | -$33.5K | 0.81% | 33 |
|
|
2021
Q1 | $2.18M | Sell |
23,100
-381
| -2% | -$35.9K | 0.89% | 29 |
|
|
2020
Q4 | $1.97M | Sell |
23,481
-393
| -2% | -$32.9K | 0.86% | 30 |
|
|
2020
Q3 | $1.8M | Buy |
23,874
+334
| +1% | +$25.2K | 0.92% | 29 |
|
|
2020
Q2 | $1.74M | Buy |
23,540
+1,433
| +6% | +$106K | 0.98% | 27 |
|
|
2020
Q1 | $1.43M | Buy |
22,107
+14,159
| +178% | +$915K | 0.99% | 24 |
|
|
2019
Q4 | $735K | Buy |
7,948
+10
| +0.1% | +$925 | 0.48% | 50 |
|
|
2019
Q3 | $694K | Sell |
7,938
-8
| -0.1% | -$699 | 0.5% | 52 |
|
|
2019
Q2 | $612K | Buy |
7,946
+15
| +0.2% | +$1.16K | 0.56% | 45 |
|
|
2019
Q1 | $672K | Sell |
7,931
-15
| -0.2% | -$1.27K | 0.43% | 47 |
|
|
2018
Q4 | $612K | Buy |
+7,946
| New | +$612K | 0.47% | 45 |
|