AWM
AIVL icon

Atticus Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-200
Closed -$22.6K – 211
2025
Q2 		$22.6K Hold
200
– – 0.01% 400
2025
Q1 		$22K Hold
200
– – 0.01% 312
2024
Q4 		$21.3K Hold
200
– – 0.01% 324
2024
Q3 		$22.3K Hold
200
– – 0.01% 322
2024
Q2 		$20K Hold
200
– – 0.01% 312
2024
Q1 		$20.4K Hold
200
– – 0.01% 321
2023
Q4 		$19.2K Hold
200
– – 0.01% 335
2023
Q3 		$17.8K Hold
200
– – 0.01% 342
2023
Q2 		$18.7K Hold
200
– – 0.01% 346
2023
Q1 		$18.3K Hold
200
– – 0.01% 329
2022
Q4 		$18.4K Hold
200
– – 0.01% 338
2022
Q3 		$18K Hold
200
– – 0.01% 322
2022
Q2 		$18K Hold
200
– – 0.01% 351
2022
Q1 		$20K Hold
200
– – 0.01% 334
2021
Q4 		$20K Buy
+200
New +$19.5K 0.01% 309

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return