ATPW
AIVL icon

Ashton Thomas Private Wealth’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Ashton Thomas Private Wealth’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 		– Sell
-905
Closed -$105K – 1591
2026
Q1 		$105K Buy
+905
New +$108K ﹤0.01% 1177
2024
Q3 		– Sell
-905
Closed -$90.3K – 653
2024
Q2 		$90.3K Buy
+905
New +$90.6K ﹤0.01% 777

Other funds holding AIVL

NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Commonwealth Equity Services
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

Ashton Thomas Private Wealth's AIVL Position: Q2 2026 in Review

Ashton Thomas Private Wealth sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026, closing a stake of 905 shares — an estimated $105K sold.

Ashton Thomas Private Wealth first reported a position in AIVL in Q2 2024 and held it in 2 quarters. The position peaked at $105K in Q1 2026. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Ashton Thomas Private Wealth reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2026 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 905 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $105K.
  • Ashton Thomas Private Wealth first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2024 and held it in 2 quarters.
  • Ashton Thomas Private Wealth's WisdomTree US AI Enhanced Value Fund position peaked at $105K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.