WealthShield Partners’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
2026 Q1	$6.75K	Hold	58	–	–	﹤0.01%	546
2025 Q4	$6.71K	Hold	58	–	–	﹤0.01%	520
2025 Q3	$6.67K	Hold	58	–	–	﹤0.01%	515
2025 Q2	$6.59K	Hold	58	–	–	﹤0.01%	503
2025 Q1	$6.4K	Hold	58	–	–	﹤0.01%	489
2024 Q4	$6.21K	Hold	58	–	–	﹤0.01%	456
2024 Q3	$6.49K	Hold	58	–	–	﹤0.01%	455
2024 Q2	$5.82K	Hold	58	–	–	﹤0.01%	436
2024 Q1	$5.94K	Hold	58	–	–	﹤0.01%	441
2023 Q4	$5.59K	Hold	58	–	–	﹤0.01%	447
2023 Q3	$5.19K	Hold	58	–	–	﹤0.01%	456
2023 Q2	$5.46K	Hold	58	–	–	﹤0.01%	460
2023 Q1	$5.35K	Buy	+58	New	+$5.4K	﹤0.01%	459
2021 Q3	–	Sell	-175	Closed	-$17K	–	248
2021 Q2	$17K	Hold	175	–	–	﹤0.01%	672
2021 Q1	$17K	Buy	+175	New	+$15.5K	﹤0.01%	691
2020 Q1	–	Sell	-175	Closed	-$16K	–	267
2019 Q4	$16K	Hold	175	–	–	0.01%	238
2019 Q3	$15K	Buy	+175	New	+$15K	0.01%	229
2019 Q2	–	Sell	-175	Closed	-$15K	–	226
2019 Q1	$15K	Hold	175	–	–	0.01%	225
2018 Q4	$13K	Hold	175	–	–	0.01%	199
2018 Q3	$16K	Hold	175	–	–	0.01%	196
2018 Q2	$15K	Buy	+175	New	+$15.1K	0.01%	193