White Lighthouse Investment 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
2018
Q4
Sell
-2,795
Closed -$253K 110
2018
Q3
$253K Sell
2,795
-700
-20% -$63.4K 0.13% 101
2018
Q2
$304K Sell
3,495
-500
-13% -$43.5K 0.17% 94
2018
Q1
$337K Sell
3,995
-35
-0.9% -$2.95K 0.19% 87
2017
Q4
$356K Buy
+4,030
New +$356K 0.2% 87