Cherry Tree Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Cherry Tree Wealth Management’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 Q1	–	Sell	-788	Closed	-$31K	–	757
2024 Q4	$31K	Hold	788	–	–	0.01%	293
2024 Q3	$34.5K	Hold	788	–	–	0.01%	288
2024 Q2	$31K	Hold	788	–	–	0.01%	290
2024 Q1	$32.3K	Hold	788	–	–	0.01%	280
2023 Q4	$31.9K	Sell	788 -244	-24%	-$9.34K	0.01%	273
2023 Q3	$38.8K	Hold	1,032	–	–	0.01%	247
2023 Q2	$40.2K	Buy	+1,032	New	+$41K	0.01%	241

Other funds holding AIVI

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Cherry Tree Wealth Management's AIVI Position: Q1 2025 in Review

Cherry Tree Wealth Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2025, closing a stake of 788 shares — an estimated $31K sold.

Cherry Tree Wealth Management first reported a position in AIVI in Q2 2023 and held it in 7 quarters. The position peaked at $40.2K in Q2 2023. 33 funds tracked by Wall St. Rank hold AIVI as of Q1 2025.

Cherry Tree Wealth Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 788 WisdomTree International AI Enhanced Value Fund shares in Q1 2025, an estimated $31K.
Cherry Tree Wealth Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2023 and held it in 7 quarters.
Cherry Tree Wealth Management's WisdomTree International AI Enhanced Value Fund position peaked at $40.2K in Q2 2023.
33 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.