Waverly Advisors, LLC
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 1568787
BIRMINGHAM, AL
All Filings in AIVL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AIVL | $449,070 | 3,881 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 AIVL | $452,676 | 3,937 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 AIVL | $477,119 | 4,175 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 AIVL | $477,678 | 4,225 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 AIVL | $472,908 | 4,307 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 AIVL | $460,379 | 4,322 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 AIVL | $569,076 | 5,113 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 AIVL | $510,177 | 5,112 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 AIVL | $572,614 | 5,626 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||