Bouchey Financial Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Bouchey Financial Group’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	$372K	Hold	2,840	–	–	0.02%	122
2026 Q1	$345K	Hold	2,840	–	–	0.03%	118
2025 Q4	$327K	Hold	2,840	–	–	0.02%	115
2025 Q3	$325K	Hold	2,840	–	–	0.03%	112
2025 Q2	$321K	Hold	2,840	–	–	0.03%	101
2025 Q1	$312K	Hold	2,840	–	–	0.03%	100
2024 Q4	$303K	Hold	2,840	–	–	0.03%	102
2024 Q3	$316K	Hold	2,840	–	–	0.03%	115
2024 Q2	$283K	Hold	2,840	–	–	0.03%	111
2024 Q1	$289K	Hold	2,840	–	–	0.03%	108
2023 Q4	$272K	Hold	2,840	–	–	0.03%	107
2023 Q3	$253K	Buy	+2,840	New	+$266K	0.03%	103

Other funds holding AIVL

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

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

Bouchey Financial Group's AIVL Position: Q2 2026 in Review

Bouchey Financial Group held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 2,840 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #122.

Bouchey Financial Group first reported a position in AIVL in Q3 2023 and has held it in 12 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Bouchey Financial Group held 2,840 shares of WisdomTree US AI Enhanced Value Fund worth $372K as of Q2 2026.
Bouchey Financial Group left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up 0.02% of Bouchey Financial Group's portfolio in Q2 2026, its #122 holding.
Bouchey Financial Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2023 and has held it in 12 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.