XML Financial, LLC

Position in AIVI — WisdomTree International AI Enhanced Value Fund

CIK 1800465 BETHESDA, MD

All Filings in AIVI

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 AIVI	$490,327	9,060	-2.5%	Shares	Sole	2026-04-16
2025-12-31 AIVI	$482,935	9,289	-1.3%	Shares	Sole	2026-02-11
2025-09-30 AIVI	$467,067	9,411	+7.0%	Shares	Sole	2025-10-20
2025-06-30 AIVI	$423,519	8,794	0.0%	Shares	Sole	2025-07-17
2025-03-31 AIVI	$385,441	8,794	-2.9%	Shares	Sole	2025-04-22
2024-12-31 AIVI	$356,743	9,059	-0.4%	Shares	Sole	2025-01-17
2024-09-30 AIVI	$398,536	9,099	+10.2%	Shares	Sole	2024-11-01
2024-06-30 AIVI	$325,074	8,259	-5.0%	Shares	Sole	2024-07-22
2024-03-31 AIVI	$356,673	8,693	-6.3%	Shares	Sole	2024-05-15
2023-12-31 AIVI	$375,602	9,281	+2.7%	Shares	Sole	2024-02-14
2023-09-30 AIVI	$339,467	9,038	-22.4%	Shares	Sole	2023-11-06
2023-06-30 AIVI	$454,467	11,653	-1.9%	Shares	Sole	2023-08-07
2023-03-31 AIVI	$461,734	11,882	-0.0%	Shares	Sole	2023-05-15
2022-12-31 AIVI	$429,322	11,886	+0.7%	Shares	Sole	2023-02-10
2022-09-30 AIVI	$359,820	11,809	-0.1%	Shares	Sole	2022-11-04
2022-06-30 AIVI	$420,283	11,819	-0.7%	Shares	Sole	2022-08-01
2022-03-31 AIVI	$477,349	11,901	-78.8%	Shares	Sole	2022-05-02
2021-12-31 AIVI	$2,349,584	56,143	+7.2%	Shares	Sole	2022-02-01
2021-09-30 AIVI	$2,135,620	52,395	-42.3%	Shares	Sole	2021-11-01
2021-06-30 AIVI	$3,928,959	90,843	+11.9%	Shares	Sole	2021-08-10
2021-03-31 AIVI	$3,447,194	81,206	+1.7%	Shares	Sole	2021-05-14
2020-12-31 AIVI	$3,228,941	79,865	+20.4%	Shares	Sole	2021-02-08
2020-09-30 AIVI	$2,386,517	66,329	+60.8%	Shares	Sole	2020-11-13
2020-06-30 AIVI	$1,465,221	41,239	+166.0%	Shares	Sole	2020-07-31
2020-03-31 AIVI	$487,663	15,506	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.