Cetera Investment Advisers’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Cetera Investment Advisers’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	$744K	Sell	5,671 -197	-3%	-$24.5K	﹤0.01%	3320
2026 Q1	$679K	Buy	5,868 +201	+4%	+$24K	﹤0.01%	3238
2025 Q4	$652K	Buy	5,667 +175	+3%	+$19.9K	﹤0.01%	3205
2025 Q3	$628K	Sell	5,492 -114	-2%	-$12.9K	﹤0.01%	3199
2025 Q2	$634K	Buy	5,606 +167	+3%	+$18K	﹤0.01%	2775
2025 Q1	$597K	Sell	5,439 -2,181	-29%	-$240K	﹤0.01%	2695
2024 Q4	$812K	Sell	7,620 -595	-7%	-$65.9K	﹤0.01%	2310
2024 Q3	$914K	Buy	8,215 +808	+11%	+$85.5K	﹤0.01%	2186
2024 Q2	$739K	Sell	7,407 -1,789	-19%	-$179K	﹤0.01%	2293
2024 Q1	$936K	Buy	9,196 +6,710	+270%	+$652K	﹤0.01%	2130
2023 Q4	$238K	Sell	2,486 -165	-6%	-$14.8K	﹤0.01%	1933
2023 Q3	$236K	Buy	+2,651	New	+$248K	﹤0.01%	1877

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

Cetera Investment Advisers's AIVL Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 3.4% in Q2 2026, selling an estimated $24.5K and leaving 5,671 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #3320.

Cetera Investment Advisers first reported a position in AIVL in Q3 2023 and has held it in 12 quarters since. The position peaked at $936K in Q1 2024. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Cetera Investment Advisers held 5,671 shares of WisdomTree US AI Enhanced Value Fund worth $744K as of Q2 2026.
Cetera Investment Advisers sold 197 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $24.5K.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3320 holding.
Cetera Investment Advisers first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2023 and has held it in 12 quarters since.
Cetera Investment Advisers's WisdomTree US AI Enhanced Value Fund position peaked at $936K in Q1 2024.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.