Carson Wealth (CWM LLC)
AIVI icon

Carson Wealth (CWM LLC)’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q4 		– Sell
-116
Closed -$6K – 5348
2025
Q3 		$6K Hold
116
– – ﹤0.01% 4653
2025
Q2 		$6K Hold
116
– – ﹤0.01% 4514
2025
Q1 		$5K Hold
116
– – ﹤0.01% 4422
2024
Q4 		$5K Hold
116
– – ﹤0.01% 4169
2024
Q3 		$5K Hold
116
– – ﹤0.01% 4058
2024
Q2 		$5K Hold
116
– – ﹤0.01% 3835
2024
Q1 		$5K Hold
116
– – ﹤0.01% 3628
2023
Q4 		$5K Hold
116
– – ﹤0.01% 3476
2023
Q3 		$4K Hold
116
– – ﹤0.01% 3522
2023
Q2 		$5K Hold
116
– – ﹤0.01% 3409
2023
Q1 		$5K Hold
116
– – ﹤0.01% 3257
2022
Q4 		$4K Sell
116
-118
-50% -$4.03K ﹤0.01% 3255
2022
Q3 		$7K Hold
234
– – ﹤0.01% 2875
2022
Q2 		$8K Hold
234
– – ﹤0.01% 2679
2022
Q1 		$9K Buy
+234
New +$9.67K ﹤0.01% 2514

Other funds holding AIVI

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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Carson Wealth (CWM LLC)'s AIVI Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2025, closing a stake of 116 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in AIVI in Q1 2022 and held it in 15 quarters. The position peaked at $9K in Q1 2022. 33 funds tracked by Wall St. Rank hold AIVI as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 116 WisdomTree International AI Enhanced Value Fund shares in Q4 2025, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2022 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s WisdomTree International AI Enhanced Value Fund position peaked at $9K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.