Webster Bank’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 | $346K | Hold |
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|
2025
Q2 | $343K | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $421K | Hold |
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|
2024
Q3 | $440K | Sell |
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|
2024
Q2 | $445K | Hold |
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|
2024
Q1 | $454K | Sell |
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|
2023
Q4 | $508K | Hold |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $536K | Sell |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $569K | Sell |
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|
2022
Q2 | $681K | Hold |
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|
2022
Q1 | $760K | Sell |
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|
2021
Q4 | $956K | Hold |
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|
2021
Q3 | $888K | Hold |
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|
2021
Q2 | $919K | Hold |
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|
2021
Q1 | $891K | Sell |
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|
2020
Q4 | $919K | Sell |
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|
2020
Q3 | $1.05M | Buy |
|