Kestra Advisory Services, LLC
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 1830819
AUSTIN, TX
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 | $538,051 | 4,650 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 AIVL | $430,600 | 3,745 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 AIVL | $426,835 | 3,735 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 AIVL | $477,113 | 4,220 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 AIVL | $332,803 | 3,031 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 AIVL | $464,533 | 4,361 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 AIVL | $371,185 | 3,335 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 AIVL | $442,114 | 4,430 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 AIVL | $337,909 | 3,320 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 AIVL | $371,708 | 3,876 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 AIVL | $396,494 | 4,457 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 AIVL | $413,914 | 4,425 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 AIVL | $430,252 | 4,694 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 AIVL | $626,259 | 6,822 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 AIVL | $608,306 | 7,452 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 AIVL | $708,322 | 7,982 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 AIVL | $818,631 | 8,264 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 AIVL | $897,427 | 8,874 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 AIVL | $840,463 | 8,943 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 AIVL | $1,276,114 | 13,122 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 AIVL | $968,649 | 10,272 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 AIVL | $1,107,245 | 13,224 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 AIVL | $904,361 | 11,991 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||