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Armstrong Fleming & Moore’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Armstrong Fleming & Moore’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
2025
Q2 		– Sell
-3,762
Closed -$413K – 110
2025
Q1 		$413K Buy
+3,762
New +$413K 0.5% 40

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

Armstrong Fleming & Moore's AIVL Position: Q2 2025 in Review

Armstrong Fleming & Moore sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2025, closing a stake of 3,762 shares — an estimated $413K sold.

Armstrong Fleming & Moore first reported a position in AIVL in Q1 2025 and held it in 1 quarter. The position peaked at $413K in Q1 2025. 120 funds tracked by Wall St. Rank hold AIVL as of Q2 2025.

  • Armstrong Fleming & Moore reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2025 after selling out during the quarter.
  • Armstrong Fleming & Moore sold 3,762 WisdomTree US AI Enhanced Value Fund shares in Q2 2025, an estimated $413K.
  • Armstrong Fleming & Moore first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2025 and held it in 1 quarter.
  • Armstrong Fleming & Moore's WisdomTree US AI Enhanced Value Fund position peaked at $413K in Q1 2025.
  • 120 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2025.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2025, filed 23 Jul 2025.