A detailed history of Westside Investment Management, Inc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Westside Investment Management, Inc. holds 16,090 shares of AIVL stock, worth $1.75 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
16,090
Previous 16,024 0.41%
Holding current value
$1.75 Million
Previous $1.6 Billion 11.98%
% of portfolio
0.38%
Previous 0.37%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 20, 2024

BUY
$98.85 - $111.3 $6,524 - $7,345
66 Added 0.41%
16,090 $1.79 Billion
Q2 2024

Jul 17, 2024

SELL
$96.55 - $102.71 $135,556 - $144,204
-1,404 Reduced 8.06%
16,024 $1.6 Billion
Q1 2024

Apr 19, 2024

SELL
$93.54 - $101.78 $47,144 - $51,297
-504 Reduced 2.81%
17,428 $1.77 Billion
Q4 2023

Jan 12, 2024

SELL
$83.54 - $96.2 $24,477 - $28,186
-293 Reduced 1.61%
17,932 $1.72 Billion
Q3 2023

Nov 15, 2023

BUY
$88.57 - $96.93 $9,211 - $10,080
104 Added 0.57%
18,225 $1.62 Billion
Q2 2023

Jul 14, 2023

SELL
$87.78 - $93.54 $74,437 - $79,321
-848 Reduced 4.47%
18,121 $1.7 Billion
Q1 2023

May 17, 2023

SELL
$87.47 - $97.99 $59,304 - $66,437
-678 Reduced 3.45%
18,969 $1.74 Billion
Q4 2022

Jan 31, 2023

BUY
$82.47 - $95.86 $7,422 - $8,627
90 Added 0.46%
19,647 $1.8 Million
Q3 2022

Nov 09, 2022

BUY
$81.63 - $98.32 $104,976 - $126,439
1,286 Added 7.04%
19,557 $1.6 Million
Q2 2022

Jul 15, 2022

SELL
$86.18 - $100.86 $21,200 - $24,811
-246 Reduced 1.33%
18,271 $0
Q1 2022

Apr 25, 2022

SELL
$93.62 - $102.34 $77,798 - $85,044
-831 Reduced 4.3%
18,517 $0
Q4 2021

Feb 15, 2022

BUY
$93.29 - $101.13 $68,194 - $73,926
731 Added 3.93%
19,348 $0
Q3 2021

Oct 27, 2021

SELL
$93.98 - $99.34 $25,938 - $27,417
-276 Reduced 1.46%
18,617 $0
Q2 2021

Jul 28, 2021

SELL
$94.6 - $100.85 $21,285 - $22,691
-225 Reduced 1.18%
18,893 $0
Q1 2021

Apr 14, 2021

SELL
$82.63 - $94.8 $112,542 - $129,117
-1,362 Reduced 6.65%
19,118 $0
Q4 2020

Jan 15, 2021

BUY
$72.77 - $85.16 $63,382 - $74,174
871 Added 4.44%
20,480 $0
Q3 2020

Oct 14, 2020

SELL
$71.8 - $78.94 $3,877 - $4,262
-54 Reduced 0.27%
19,609 $0
Q2 2020

Jul 21, 2020

BUY
$61.49 - $81.56 $342,622 - $454,452
5,572 Added 39.54%
19,663 $0
Q1 2020

Apr 16, 2020

BUY
$55.12 - $93.97 $336,121 - $573,029
6,098 Added 76.29%
14,091 $0
Q2 2019

Jul 24, 2019

BUY
N/A
4,318 Added 117.5%
7,993 $685,000
Q4 2018

Feb 05, 2019

BUY
N/A
597 Added 19.4%
3,675 $0
Q3 2018

Nov 08, 2018

BUY
N/A
211 Added 7.36%
3,078 $280 Million
Q2 2018

Aug 13, 2018

BUY
N/A
4 Added 0.14%
2,867 $0
Q1 2018

Apr 16, 2018

BUY
N/A
103 Added 3.73%
2,863 $0
Q4 2017

Feb 15, 2018

BUY
N/A
3 Added 0.11%
2,760 $0
Q3 2017

Nov 13, 2017

SELL
N/A
-141 Reduced 4.87%
2,757 $0
Q2 2017

Aug 15, 2017

BUY
N/A
2,898
2,898 $0

Others Institutions Holding AIVL

About WISDOMTREE U.S. AI ENHANCED VA


  • Ticker AIVL
  • Sector ETFs
  • Industry ETFs
More about AIVL
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.