MONTAG A & ASSOCIATES INC
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 829407
ATLANTA, GA
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 | $489,221 | 4,228 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 AIVL | $486,135 | 4,228 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 AIVL | $443,177 | 3,878 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 AIVL | $528,781 | 4,677 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 AIVL | $541,863 | 4,935 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 AIVL | $525,676 | 4,935 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 AIVL | $549,265 | 4,935 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 AIVL | $557,383 | 5,585 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 AIVL | $568,441 | 5,585 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 AIVL | $535,601 | 5,585 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 AIVL | $496,841 | 5,585 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 AIVL | $522,420 | 5,585 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 AIVL | $511,921 | 5,585 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 AIVL | $512,703 | 5,585 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 AIVL | $455,903 | 5,585 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 AIVL | $495,612 | 5,585 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 AIVL | $553,250 | 5,585 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 AIVL | $605,263 | 5,985 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 AIVL | $611,527 | 6,507 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 AIVL | $469,717 | 4,830 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 AIVL | $455,469 | 4,830 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 AIVL | $443,769 | 5,300 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 AIVL | $418,581 | 5,550 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 AIVL | $580,623 | 7,875 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 AIVL | $563,547 | 8,725 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||