New Edge Advisors, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

New Edge Advisors, LLC

$20.5 Billion
Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, New Edge Advisors, LLC holds 6,048 shares of AIVL stock, worth $683,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,048

Previous 4,969 21.71%

Holding current value

$683,121

Previous $561,000 23.17%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$111.05 - $115.21 $119,822 - $124,311	1,079 Added 21.71%	6,048 $691,000
Q4 2024 Feb 13, 2025	SELL	$106.1 - $114.66 $6,366 - $6,879	-60 Reduced 1.19%	4,969 $529,000
Q3 2024 Nov 14, 2024	SELL	$98.85 - $111.3 $45,075 - $50,752	-456 Reduced 8.31%	5,029 $559,000
Q2 2024 Aug 15, 2024	SELL	$96.55 - $102.71 $3,186 - $3,389	-33 Reduced 0.6%	5,485 $547,000
Q1 2024 May 14, 2024	SELL	$93.54 - $101.78 $93 - $101	-1 Reduced 0.02%	5,518 $561,000

Q4 2023 Feb 13, 2024	SELL	$83.54 - $96.2 $16,708 - $19,240	-200 Reduced 3.5%	5,519 $529,000
Q3 2023 Nov 14, 2023	SELL	$88.57 - $96.93 $83,432 - $91,308	-942 Reduced 14.14%	5,719 $508,000
Q2 2023 Aug 14, 2023	BUY	$87.78 - $93.54 $502,540 - $535,516	5,725 Added 611.65%	6,661 $623,000
Q1 2023 May 12, 2023	SELL	$87.47 - $97.99 $15,394 - $17,246	-176 Reduced 15.83%	936 $85,000
Q4 2022 Feb 14, 2023	BUY	$82.47 - $95.86 $91,706 - $106,596	1,112 New	1,112 $102,000
Q1 2021 Apr 26, 2021	SELL	$82.63 - $94.8 $289,866 - $332,558	-3,508 Closed	0 $0
Q4 2020 Jan 27, 2021	SELL	$72.77 - $85.16 $16,955 - $19,842	-233 Reduced 6.23%	3,508 $294,000
Q3 2020 Nov 03, 2020	SELL	$71.8 - $78.94 $90,468 - $99,464	-1,260 Reduced 25.19%	3,741 $282,000
Q2 2020 Jul 29, 2020	SELL	$61.49 - $81.56 $403,866 - $535,686	-6,568 Reduced 56.77%	5,001 $369,000
Q1 2020 May 04, 2020	SELL	$55.12 - $93.97 $29,489 - $50,273	-535 Reduced 4.42%	11,569 $747,000
Q4 2019 Jan 31, 2020	SELL	$84.13 - $92.78 $85,139 - $93,893	-1,012 Reduced 7.72%	12,104 $1.12 Million
Q3 2019 Nov 06, 2019	BUY	$86.37 - $88.25 $6,477 - $6,618	75 Added 0.58%	13,116 $1.15 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-402 Reduced 2.99%	13,041 $1.12 Million
Q1 2019 May 09, 2019	SELL	N/A	-79 Reduced 0.58%	13,443 $1,000
Q4 2018 Jan 29, 2019	BUY	N/A	1,762 Added 14.98%	13,522 $1.04 Million
Q3 2018 Oct 29, 2018	BUY	N/A	6,580 Added 127.03%	11,760 $1.06 Million
Q2 2018 Jul 19, 2018	BUY	N/A	1,969 Added 61.32%	5,180 $448,000
Q1 2018 May 11, 2018	SELL	N/A	-57 Reduced 1.74%	3,211 $264,000
Q4 2017 Feb 08, 2018	BUY	N/A	17 Added 0.52%	3,268 $294,000
Q3 2017 Nov 13, 2017	SELL	N/A	-2 Reduced 0.06%	3,251 $277,000
Q2 2017 Aug 16, 2017	BUY	N/A	3,253	3,253 $0

Others Institutions Holding AIVL

# of Institutions

130

Shares Held

1.01M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. AI ENHANCED VA

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New Edge Advisors, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History