1620 Investment Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

1620 Investment Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.2K	Hold	375	–	–	0.03%	327
2026 Q1	$43.4K	Sell	375 -10	-3%	-$1.19K	0.03%	319
2025 Q4	$44.3K	Sell	385 -45	-10%	-$5.13K	0.03%	312
2025 Q3	$49.1K	Hold	430	–	–	0.03%	294
2025 Q2	$48.6K	Sell	430 -45	-9%	-$4.86K	0.03%	307
2025 Q1	$52.2K	Hold	475	–	–	0.04%	291
2024 Q4	$50.6K	Hold	475	–	–	0.04%	299
2024 Q3	$52.9K	Hold	475	–	–	0.04%	289
2024 Q2	$47.4K	Buy	+475	New	+$47.5K	0.04%	300

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

1620 Investment Advisors's AIVL Position: Q2 2026 in Review

1620 Investment Advisors held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 375 shares worth $49.2K. The position accounts for 0.03% of the portfolio, ranked #327.

1620 Investment Advisors first reported a position in AIVL in Q2 2024 and has held it in 9 quarters since. The position peaked at $52.9K in Q3 2024. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

1620 Investment Advisors held 375 shares of WisdomTree US AI Enhanced Value Fund worth $49.2K as of Q2 2026.
1620 Investment Advisors left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up 0.03% of 1620 Investment Advisors's portfolio in Q2 2026, its #327 holding.
1620 Investment Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $52.9K in Q3 2024.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.