Creative Planning
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 1540235
OVERLAND PARK, KS
All Filings in AIVL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AIVL | $405,794 | 3,507 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 AIVL | $403,234 | 3,507 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 AIVL | $400,779 | 3,507 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 AIVL | $281,745 | 2,492 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 AIVL | $273,621 | 2,492 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 AIVL | $265,447 | 2,492 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 AIVL | $277,359 | 2,492 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 AIVL | $248,701 | 2,492 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 AIVL | $253,635 | 2,492 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 AIVL | $291,727 | 3,042 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 AIVL | $270,616 | 3,042 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 AIVL | $238,246 | 2,547 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 AIVL | $222,917 | 2,432 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 AIVL | $202,280 | 2,042 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 AIVL | $206,507 | 2,042 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 AIVL | $208,406 | 2,143 | Shares | Sole | 2021-08-04 | |
| 2020-06-30 AIVL | $277,962 | 3,770 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 AIVL | $279,739 | 4,331 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||