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Arrowroot Family Office’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Arrowroot Family Office’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
2024
Q4 		– Sell
-1,805
Closed -$201K – 134
2024
Q3 		$201K Buy
+1,805
New +$191K 0.12% 127
2023
Q4 		– Sell
-2,643
Closed -$235K – 122
2023
Q3 		$235K Buy
2,643
+29
+1% +$2.72K 0.19% 106
2023
Q2 		$245K Sell
2,614
-210
-7% -$19.1K 0.19% 113
2023
Q1 		$259K Buy
+2,824
New +$263K 0.22% 100

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Arrowroot Family Office's AIVL Position: Q4 2024 in Review

Arrowroot Family Office sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2024, closing a stake of 1,805 shares — an estimated $201K sold.

Arrowroot Family Office first reported a position in AIVL in Q1 2023 and held it in 4 quarters. The position peaked at $259K in Q1 2023. 117 funds tracked by Wall St. Rank hold AIVL as of Q4 2024.

  • Arrowroot Family Office reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2024 after selling out during the quarter.
  • Arrowroot Family Office sold 1,805 WisdomTree US AI Enhanced Value Fund shares in Q4 2024, an estimated $201K.
  • Arrowroot Family Office first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2023 and held it in 4 quarters.
  • Arrowroot Family Office's WisdomTree US AI Enhanced Value Fund position peaked at $259K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2024.

Based on Arrowroot Family Office's 13F filing for Q4 2024, filed 14 Feb 2025.