Advisornet Financial’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Advisornet Financial’s Portfolio AIVI Stock Details AIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$595	Hold	11	–	–	﹤0.01%	2076
2025 Q4	$572	Hold	11	–	–	﹤0.01%	2075
2025 Q3	$546	Hold	11	–	–	﹤0.01%	2061
2025 Q2	$530	Hold	11	–	–	﹤0.01%	2052
2025 Q1	$482	Hold	11	–	–	﹤0.01%	1972
2024 Q4	$433	Buy	+11	New	+$454	﹤0.01%	1797
2023 Q1	–	Sell	-416	Closed	-$15K	–	2395
2022 Q4	$15K	Hold	416	–	–	﹤0.01%	1158
2022 Q3	$13K	Hold	416	–	–	﹤0.01%	1247
2022 Q2	$15K	Hold	416	–	–	﹤0.01%	1221
2022 Q1	$17K	Hold	416	–	–	﹤0.01%	1293
2021 Q4	$17K	Hold	416	–	–	﹤0.01%	1325
2021 Q3	$17K	Hold	416	–	–	﹤0.01%	1290
2021 Q2	$18K	Hold	416	–	–	﹤0.01%	1253
2021 Q1	$18K	Hold	416	–	–	﹤0.01%	1212
2020 Q4	$17K	Hold	416	–	–	﹤0.01%	1166
2020 Q3	$15K	Hold	416	–	–	﹤0.01%	1162
2020 Q2	$15K	Hold	416	–	–	﹤0.01%	1182
2020 Q1	$13K	Hold	416	–	–	﹤0.01%	1186
2019 Q4	$18K	Buy	+416	New	+$17.4K	﹤0.01%	1211

Other funds holding AIVI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisornet Financial's AIVI Position: Q1 2026 in Review

Advisornet Financial held its WisdomTree International AI Enhanced Value Fund (AIVI) position steady in Q1 2026 at 11 shares worth $595. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Advisornet Financial first reported a position in AIVI in Q4 2019 and has held it in 19 quarters since. The position peaked at $18K in Q2 2021. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2026.

Advisornet Financial held 11 shares of WisdomTree International AI Enhanced Value Fund worth $595 as of Q1 2026.
Advisornet Financial left its WisdomTree International AI Enhanced Value Fund share count unchanged in Q1 2026.
WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #2076 holding.
Advisornet Financial first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2019 and has held it in 19 quarters since.
Advisornet Financial's WisdomTree International AI Enhanced Value Fund position peaked at $18K in Q2 2021.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.