MAI Capital Management
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 1040197
INDEPENDENCE, OH
All Filings in AIVL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AIVL | $1,882,717 | 16,271 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 AIVL | $1,880,267 | 16,353 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 AIVL | $1,878,763 | 16,440 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 AIVL | $1,873,517 | 16,571 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 AIVL | $1,819,495 | 16,571 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 AIVL | $1,883,912 | 17,686 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 AIVL | $1,951,534 | 17,534 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 AIVL | $1,806,380 | 18,100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 AIVL | $1,849,037 | 18,167 | Shares | Sole | 2024-05-08 | |
| 2023-03-31 AIVL | $264,439 | 2,885 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 AIVL | $348,013 | 3,791 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 AIVL | $318,357 | 3,900 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 AIVL | $297,722 | 3,355 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 AIVL | $332,346 | 3,355 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 AIVL | $339,291 | 3,355 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 AIVL | $315,302 | 3,355 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 AIVL | $451,823 | 4,646 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 AIVL | $438,117 | 4,646 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 AIVL | $389,009 | 4,646 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 AIVL | $223,318 | 2,961 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 AIVL | $218,314 | 2,961 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||