Focus Partners Wealth
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 1542153
ST LOUIS, MO
All Filings in AIVL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AIVL | $584,219 | 5,049 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 AIVL | $579,844 | 5,043 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 AIVL | $582,828 | 5,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 AIVL | $781,696 | 6,914 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 AIVL | $642,879 | 5,855 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 AIVL | $834,264 | 7,832 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 AIVL | $210,913 | 1,895 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 AIVL | $623,550 | 6,248 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 AIVL | $635,412 | 6,243 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||