White Lighthouse Investment Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,891
Closed -$247K 117
2018
Q2
$247K Sell
5,891
-7,116
-55% -$298K 0.14% 103
2018
Q1
$564K Sell
13,007
-546
-4% -$23.7K 0.32% 68
2017
Q4
$588K Buy
+13,553
New +$588K 0.34% 65