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 $559M AUM 24.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atticus Wealth Management's AIVL Position: Q3 2025 in Review

Atticus Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2025, closing a stake of 200 shares — an estimated $22.6K sold.

Atticus Wealth Management first reported a position in AIVL in Q4 2021 and held it in 15 quarters. The position peaked at $22.6K in Q2 2025. 117 funds tracked by Wall St. Rank hold AIVL as of Q3 2025.

Atticus Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 200 WisdomTree US AI Enhanced Value Fund shares in Q3 2025, an estimated $22.6K.
Atticus Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $22.6K in Q2 2025.
117 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.