Westside Investment Management, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History

Westside Investment Management, Inc.

$539 Billion
Q2 2025

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 20,743 shares of AIVL stock, worth $2.33 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

20,743

Previous 18,883 9.85%

Holding current value

$2.33 Million

Previous $2.07 Billion 13.13%

% of portfolio

0.44%

Previous 0.44%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$97.18 - $113.06 $180,754 - $210,291	1,860 Added 9.85%	20,743 $2.35 Billion
Q1 2025 Apr 25, 2025	BUY	$104.87 - $112.53 $390,116 - $418,611	3,720 Added 24.53%	18,883 $2.07 Billion
Q4 2024 Jan 17, 2025	SELL	$106.1 - $114.66 $98,354 - $106,289	-927 Reduced 5.76%	15,163 $1.62 Billion
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

# of Institutions

131

Shares Held

996K

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
Industry ETFs

More about AIVL

Track This Portfolio

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.

Account

Westside Investment Management, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History