Steward Partners Investment Advisory, LLC

Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund

CIK 1723397 STAMFORD, CT

All Filings in AIVL

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 AIVL	$200,641	1,734	+435.2%	Shares	Sole	2026-05-08
2025-12-31 AIVL	$37,253	324	0.0%	Shares	Sole	2026-02-12
2025-09-30 AIVL	$37,026	324	0.0%	Shares	Sole	2025-11-12
2025-06-30 AIVL	$36,631	324	0.0%	Shares	Sole	2025-08-12
2025-03-31 AIVL	$35,575	324	-28.9%	Shares	Sole	2025-05-13
2024-12-31 AIVL	$48,573	456	0.0%	Shares	Sole	2025-02-06
2024-09-30 AIVL	$50,752	456	+105.4%	Shares	Sole	2024-11-14
2024-06-30 AIVL	$22,155	222	-3.9%	Shares	Sole	2024-08-08
2024-03-31 AIVL	$23,511	231	0.0%	Shares	Sole	2024-05-15
2023-12-31 AIVL	$22,152	231	0.0%	Shares	Sole	2024-02-12
2023-09-30 AIVL	$20,549	231	+20.9%	Shares	Sole	2023-11-13
2023-06-30 AIVL	$17,866	191	-44.0%	Shares	Sole	2023-08-14
2023-03-31 AIVL	$31,256	341	+13.7%	Shares	Sole	2023-05-15
2022-12-31 AIVL	$27,540	300	0.0%	Shares	Sole	2023-02-15
2022-09-30 AIVL	$24,489	300	+100.0%	Shares	Sole	2022-11-10
2022-06-30 AIVL	$13,311	150	-98.3%	Shares	Sole	2022-08-04
2022-03-31 AIVL	$889,756	8,982	-67.9%	Shares	Sole	2022-05-02
2021-12-31 AIVL	$2,826,178	27,946	-42.4%	Shares	Sole	2022-02-08
2021-09-30 AIVL	$4,556,338	48,482	-0.4%	Shares	Sole	2021-11-12
2021-06-30 AIVL	$4,734,032	48,679	-0.4%	Shares	Sole	2021-08-13
2021-03-31 AIVL	$4,606,932	48,854	+0.9%	Shares	Sole	2021-05-14
2020-12-31 AIVL	$4,052,364	48,398	+5.6%	Shares	Sole	2021-02-11
2020-09-30 AIVL	$3,456,875	45,835	+0.1%	Shares	Sole	2020-10-30
2020-06-30 AIVL	$3,377,497	45,809	+18.4%	Shares	Sole	2020-08-06
2020-03-31 AIVL	$2,499,568	38,699	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.