Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Cambridge Investment Research Advisors’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 		$741K Sell
5,653
-77
-1% -$9.58K ﹤0.01% 2389
2026
Q1 		$663K Buy
5,730
+108
+2% +$12.9K ﹤0.01% 2554
2025
Q4 		$646K Sell
5,622
-26
-0.5% -$2.96K ﹤0.01% 2482
2025
Q3 		$645K Buy
5,648
+936
+20% +$106K ﹤0.01% 2436
2025
Q2 		$533K Sell
4,712
-356
-7% -$38.4K ﹤0.01% 2486
2025
Q1 		$556K Sell
5,068
-75
-1% -$8.24K ﹤0.01% 2327
2024
Q4 		$548K Sell
5,143
-100
-2% -$11.1K ﹤0.01% 2353
2024
Q3 		$584K Sell
5,243
-52
-1% -$5.5K ﹤0.01% 2280
2024
Q2 		$528K Sell
5,295
-599
-10% -$59.9K ﹤0.01% 2257
2024
Q1 		$600K Sell
5,894
-573
-9% -$55.7K ﹤0.01% 2131
2023
Q4 		$620K Sell
6,467
-994
-13% -$89.4K ﹤0.01% 2014
2023
Q3 		$664K Sell
7,461
-660
-8% -$61.8K ﹤0.01% 1852
2023
Q2 		$760K Sell
8,121
-1,526
-16% -$139K ﹤0.01% 1807
2023
Q1 		$884K Buy
9,647
+1,115
+13% +$104K ﹤0.01% 1656
2022
Q4 		$783K Sell
8,532
-630
-7% -$56.8K ﹤0.01% 1677
2022
Q3 		$748K Sell
9,162
-9,197
-50% -$840K ﹤0.01% 1670
2022
Q2 		$1.63M Sell
18,359
-2,345
-11% -$222K 0.01% 1152
2022
Q1 		$2.05M Sell
20,704
-210
-1% -$20.7K 0.01% 1127
2021
Q4 		$2.12M Buy
20,914
+702
+3% +$68.5K 0.01% 1113
2021
Q3 		$1.9M Buy
20,212
+5,361
+36% +$521K 0.01% 1130
2021
Q2 		$1.44M Buy
14,851
+2,018
+16% +$198K 0.01% 1297
2021
Q1 		$1.21M Sell
12,833
-735
-5% -$65.2K 0.01% 1303
2020
Q4 		$1.14M Buy
13,568
+577
+4% +$46.4K 0.01% 1223
2020
Q3 		$980K Buy
12,991
+425
+3% +$32.4K 0.01% 1199
2020
Q2 		$926K Sell
12,566
-3,088
-20% -$221K 0.01% 1162
2020
Q1 		$1.01M Sell
15,654
-3,544
-18% -$294K 0.01% 966
2019
Q4 		$1.78M Buy
19,198
+4
+0% +$357 0.01% 843
2019
Q3 		$1.68M Sell
19,194
-2,750
-13% -$236K 0.01% 824
2019
Q2 		$1.88M Buy
21,944
+1,028
+5% +$87.3K 0.02% 739
2019
Q1 		$1.79M Buy
20,916
+327
+2% +$27.2K 0.02% 764
2018
Q4 		$1.58M Sell
20,589
-243
-1% -$20.5K 0.02% 718
2018
Q3 		$1.88M Buy
20,832
+922
+5% +$82.9K 0.02% 712
2018
Q2 		$1.73M Sell
19,910
-929
-4% -$80.1K 0.02% 706
2018
Q1 		$1.76M Buy
20,839
+1,382
+7% +$122K 0.02% 668
2017
Q4 		$1.72M Buy
19,457
+4,707
+32% +$407K 0.02% 642
2017
Q3 		$1.24M Buy
14,750
+1,190
+9% +$98.5K 0.02% 736
2017
Q2 		$1.12M Sell
13,560
-1,009
-7% -$82.9K 0.02% 754
2017
Q1 		$1.2M Sell
14,569
-1,397
-9% -$115K 0.02% 647
2016
Q4 		$1.28M Sell
15,966
-260
-2% -$20.5K 0.02% 573
2016
Q3 		$1.27M Buy
16,226
+6,007
+59% +$472K 0.02% 573
2016
Q2 		$788K Buy
10,219
+4,266
+72% +$320K 0.02% 726
2016
Q1 		$449K Sell
5,953
-329
-5% -$23.1K 0.01% 958
2015
Q4 		$442K Sell
6,282
-146
-2% -$10.4K 0.01% 904
2015
Q3 		$432K Sell
6,428
-2,118
-25% -$151K 0.01% 827
2015
Q2 		$629K Sell
8,546
-1,615
-16% -$123K 0.02% 697
2015
Q1 		$771K Buy
10,161
+268
+3% +$20.4K 0.02% 609
2014
Q4 		$759K Buy
9,893
+507
+5% +$37.9K 0.02% 584
2014
Q3 		$689K Sell
9,386
-310
-3% -$22.8K 0.02% 658
2014
Q2 		$717K Buy
9,696
+683
+8% +$49.1K 0.03% 578
2014
Q1 		$633K Buy
9,013
+602
+7% +$40.9K 0.02% 596
2013
Q4 		$578K Buy
8,411
+277
+3% +$18.4K 0.02% 598
2013
Q3 		$518K Buy
8,134
+650
+9% +$41.6K 0.02% 613
2013
Q2 		$466K Buy
+7,484
New +$471K 0.02% 574

Other funds holding AIVL

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
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Cambridge Investment Research Advisors reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 1.3% in Q2 2026, selling an estimated $9.58K and leaving 5,653 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Cambridge Investment Research Advisors first reported a position in AIVL in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.12M in Q4 2021. 38 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Cambridge Investment Research Advisors held 5,653 shares of WisdomTree US AI Enhanced Value Fund worth $741K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 77 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $9.58K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2389 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $2.12M in Q4 2021.
  • 38 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

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