LPL Financial LLC

Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund

CIK 1403438 FORT MILL, SC

All Filings in AIVL

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 AIVL	$5,872,629	50,753	+5.3%	Shares	Sole	2026-05-06
2025-12-31 AIVL	$5,539,506	48,178	+17.7%	Shares	Sole	2026-02-11
2025-09-30 AIVL	$4,678,737	40,941	+1.0%	Shares	Sole	2025-11-12
2025-06-30 AIVL	$4,583,791	40,543	+1.2%	Shares	Sole	2025-08-12
2025-03-31 AIVL	$4,400,015	40,073	+3.5%	Shares	Sole	2025-05-07
2024-12-31 AIVL	$4,122,643	38,703	-8.8%	Shares	Sole	2025-02-11
2024-09-30 AIVL	$4,721,457	42,421	+1.5%	Shares	Sole	2024-11-08
2024-06-30 AIVL	$4,171,440	41,798	+33.1%	Shares	Sole	2024-08-07
2024-03-31 AIVL	$3,196,095	31,402	-2.8%	Shares	Sole	2024-05-10
2023-12-31 AIVL	$3,099,488	32,320	-3.2%	Shares	Sole	2024-02-14
2023-09-30 AIVL	$2,968,951	33,374	+9.1%	Shares	Sole	2023-11-13
2023-06-30 AIVL	$2,860,172	30,577	+13.8%	Shares	Sole	2023-07-31
2023-03-31 AIVL	$2,462,170	26,862	-11.7%	Shares	Sole	2023-05-10
2022-12-31 AIVL	$2,793,106	30,426	-3.6%	Shares	Sole	2023-02-07
2022-09-30 AIVL	$2,575,181	31,547	-3.0%	Shares	Sole	2022-11-14
2022-06-30 AIVL	$2,885,824	32,520	+0.6%	Shares	Sole	2022-08-12
2022-03-31 AIVL	$3,202,906	32,333	-4.9%	Shares	Sole	2022-05-16
2021-12-31 AIVL	$3,439,936	34,015	-6.8%	Shares	Sole	2022-02-14
2021-09-30 AIVL	$3,431,115	36,509	-0.1%	Shares	Sole	2021-11-15
2021-06-30 AIVL	$3,554,779	36,553	-2.4%	Shares	Sole	2021-08-13
2021-03-31 AIVL	$3,533,421	37,470	+2.5%	Shares	Sole	2021-05-14
2020-12-31 AIVL	$3,059,996	36,546	-9.0%	Shares	Sole	2021-02-12
2020-09-30 AIVL	$3,027,962	40,148	-12.4%	Shares	Sole	2020-11-09
2020-06-30 AIVL	$3,379,709	45,839	+5.7%	Shares	Sole	2020-08-13
2020-03-31 AIVL	$2,801,914	43,380	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.