Allworth Financial LP
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 1555170
FOLSOM, CA
All Filings in AIVL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AIVL | $32,745 | 283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 AIVL | $33,114 | 288 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 AIVL | $32,912 | 288 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 AIVL | $32,561 | 288 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 AIVL | $31,622 | 288 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 AIVL | $36,429 | 342 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 AIVL | $70,007 | 629 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 AIVL | $62,774 | 629 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 AIVL | $67,581 | 664 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 AIVL | $63,677 | 664 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 AIVL | $71,434 | 803 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 AIVL | $79,789 | 853 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 AIVL | $132,448 | 1,445 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 AIVL | $132,651 | 1,445 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 AIVL | $123,587 | 1,514 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 AIVL | $135,328 | 1,525 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 AIVL | $151,066 | 1,525 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 AIVL | $162,920 | 1,611 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 AIVL | $139,184 | 1,481 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 AIVL | $144,027 | 1,481 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||