BELLEVUE ASSET MANAGEMENT, LLC

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

CIK 1801619 BELLEVUE, WA

All Filings in AIVL

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 AIVL	$147,067	1,271	+0.1%	Shares	Sole	2026-04-24
2025-12-31 AIVL	$146,024	1,270	-7.2%	Shares	Sole	2026-01-23
2025-09-30 AIVL	$156,335	1,368	+0.1%	Shares	Sole	2025-11-04
2025-06-30 AIVL	$154,439	1,366	+0.1%	Shares	Sole	2025-07-23
2025-03-31 AIVL	$149,877	1,365	0.0%	Shares	Sole	2025-04-28
2024-12-31 AIVL	$145,399	1,365	0.0%	Shares	Sole	2025-02-06
2024-09-30 AIVL	$151,924	1,365	0.0%	Shares	Sole	2024-10-25
2024-06-30 AIVL	$136,227	1,365	0.0%	Shares	Sole	2024-07-31
2024-03-31 AIVL	$138,929	1,365	0.0%	Shares	Sole	2024-04-26
2023-12-31 AIVL	$130,903	1,365	0.0%	Shares	Sole	2024-02-06
2023-09-30 AIVL	$121,430	1,365	-4.6%	Shares	Sole	2023-10-25
2023-06-30 AIVL	$133,855	1,431	0.0%	Shares	Sole	2023-07-31
2023-03-31 AIVL	$131,165	1,431	-6.5%	Shares	Sole	2023-05-09
2022-12-31 AIVL	$140,545	1,531	-9.4%	Shares	Sole	2023-01-23
2022-09-30 AIVL	$137,954	1,690	-1.5%	Shares	Sole	2022-11-07
2022-06-30 AIVL	$152,277	1,716	-12.9%	Shares	Sole	2022-08-12
2022-03-31 AIVL	$195,148	1,970	-2.6%	Shares	Sole	2022-05-11
2021-12-31 AIVL	$204,484	2,022	-1.0%	Shares	Sole	2022-02-03
2021-09-30 AIVL	$192,001	2,043	-3.5%	Shares	Sole	2021-11-05
2021-06-30 AIVL	$205,878	2,117	-8.1%	Shares	Sole	2021-08-09
2021-03-31 AIVL	$217,267	2,304	-1.8%	Shares	Sole	2021-05-12
2020-12-31 AIVL	$196,430	2,346	-12.5%	Shares	Sole	2021-02-11
2020-09-30 AIVL	$202,125	2,680	-10.6%	Shares	Sole	2020-11-12
2020-06-30 AIVL	$221,042	2,998	-1.5%	Shares	Sole	2020-07-31
2020-03-31 AIVL	$196,611	3,044	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.