Creative Planning
Position in AIVI — WisdomTree International AI Enhanced Value Fund
CIK 1540235
OVERLAND PARK, KS
All Filings in AIVI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AIVI | $285,807 | 5,281 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 AIVI | $270,919 | 5,211 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 AIVI | $258,621 | 5,211 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 AIVI | $265,409 | 5,511 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 AIVI | $241,547 | 5,511 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 AIVI | $217,023 | 5,511 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 AIVI | $251,587 | 5,744 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 AIVI | $216,912 | 5,511 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 AIVI | $213,807 | 5,211 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 AIVI | $210,889 | 5,211 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 AIVI | $203,229 | 5,211 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 AIVI | $202,499 | 5,211 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 AIVI | $213,064 | 5,312 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 AIVI | $222,307 | 5,312 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 AIVI | $216,517 | 5,312 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 AIVI | $223,456 | 5,264 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 AIVI | $212,823 | 5,264 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||