OneDigital Investment Advisors LLC
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 1690370
OVERLAND PARK, KS
All Filings in AIVL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AIVL | $462,840 | 4,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 AIVL | $459,920 | 4,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 AIVL | $457,120 | 4,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 AIVL | $452,240 | 4,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 AIVL | $439,200 | 4,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 AIVL | $426,080 | 4,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 AIVL | $445,200 | 4,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 AIVL | $399,200 | 4,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 AIVL | $407,120 | 4,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 AIVL | $383,600 | 4,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 AIVL | $355,840 | 4,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 AIVL | $374,160 | 4,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 AIVL | $366,640 | 4,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 AIVL | $367,200 | 4,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 AIVL | $326,520 | 4,000 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 AIVL | $354,960 | 4,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 AIVL | $396,240 | 4,000 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 AIVL | $404,520 | 4,000 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 AIVL | $375,920 | 4,000 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 AIVL | $400,086 | 4,114 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 AIVL | $377,200 | 4,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 AIVL | $334,920 | 4,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 AIVL | $301,680 | 4,000 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 AIVL | $294,920 | 4,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 AIVL | $258,360 | 4,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||