EP Wealth Advisors, LLC
Position in AIVI — WisdomTree International AI Enhanced Value Fund
CIK 1540569
TORRANCE, CA
All Filings in AIVI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AIVI | $322,555 | 5,960 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 AIVI | $309,860 | 5,960 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 AIVI | $287,033 | 5,960 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 AIVI | $261,226 | 5,960 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 AIVI | $234,704 | 5,960 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 AIVI | $261,048 | 5,960 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 AIVI | $234,585 | 5,960 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||