XML Financial’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $467K | Buy |
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|
2025
Q2 | $424K | Hold |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $357K | Sell |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $477K | Sell |
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|
2021
Q4 | $2.35M | Buy |
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|
2021
Q3 | $2.14M | Sell |
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|
2021
Q2 | $3.93M | Buy |
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|
2021
Q1 | $3.45M | Buy |
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|
2020
Q4 | $3.23M | Buy |
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|
2020
Q3 | $2.39M | Buy |
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|
2020
Q2 | $1.47M | Buy |
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|
2020
Q1 | $488K | Sell |
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|
2019
Q4 | $5.87M | Buy |
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