Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Cambridge Investment Research Advisors’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$676K Buy
12,002
+507
+4% +$28.8K ﹤0.01% 2668
2026
Q1 		$622K Buy
11,495
+300
+3% +$16.4K ﹤0.01% 2610
2025
Q4 		$582K Hold
11,195
– – ﹤0.01% 2574
2025
Q3 		$556K Buy
11,195
+70
+0.6% +$3.46K ﹤0.01% 2572
2025
Q2 		$536K Hold
11,125
– – ﹤0.01% 2479
2025
Q1 		$488K Buy
+11,125
New +$468K ﹤0.01% 2460
2019
Q3 		– Sell
-40,264
Closed -$1.65M – 2340
2019
Q2 		$1.65M Sell
40,264
-496
-1% -$20.3K 0.02% 792
2019
Q1 		$1.68M Buy
40,760
+1,117
+3% +$45K 0.02% 785
2018
Q4 		$1.5M Sell
39,643
-458
-1% -$18.2K 0.02% 745
2018
Q3 		$1.69M Buy
+40,101
New +$1.7M 0.02% 752

Other funds holding AIVI

XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Cambridge Investment Research Advisors's AIVI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 4.4% in Q2 2026, buying an estimated $28.8K and bringing the position to 12,002 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

Cambridge Investment Research Advisors first reported a position in AIVI in Q3 2018 and has held it in 10 quarters since. The position peaked at $1.69M in Q3 2018. 7 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • Cambridge Investment Research Advisors held 12,002 shares of WisdomTree International AI Enhanced Value Fund worth $676K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 507 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $28.8K.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2668 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2018 and has held it in 10 quarters since.
  • Cambridge Investment Research Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $1.69M in Q3 2018.
  • 7 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.