LGL PARTNERS, LLC
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 1653202
PHILADELPHIA, PA
All Filings in AIVL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AIVL | $339,840 | 2,937 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 AIVL | $336,661 | 2,928 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 AIVL | $333,011 | 2,914 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 AIVL | $328,100 | 2,902 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 AIVL | $317,322 | 2,890 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 AIVL | $529,297 | 4,969 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 AIVL | $551,157 | 4,952 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 AIVL | $492,712 | 4,937 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 AIVL | $500,757 | 4,920 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 AIVL | $470,581 | 4,907 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 AIVL | $434,925 | 4,889 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 AIVL | $455,165 | 4,866 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 AIVL | $253,164 | 2,762 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 AIVL | $252,266 | 2,748 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 AIVL | $222,768 | 2,729 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 AIVL | $240,574 | 2,711 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 AIVL | $267,263 | 2,698 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 AIVL | $272,140 | 2,691 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 AIVL | $250,456 | 2,665 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 AIVL | $257,615 | 2,649 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 AIVL | $249,800 | 2,649 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 AIVL | $221,382 | 2,644 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 AIVL | $223,770 | 3,035 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||