Dynamic Wealth Strategies, LLC
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 1812853
GRANITE BAY, CA
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 | $13,538 | 117 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 AIVL | $13,452 | 117 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 AIVL | $13,370 | 117 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 AIVL | $13,228 | 117 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 AIVL | $12,846 | 117 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 AIVL | $13,022 | 117 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 AIVL | $11,676 | 117 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 AIVL | $13,536 | 133 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 AIVL | $12,754 | 133 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||