Cetera Investment Advisers
AIVL icon

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
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

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return