CIBC Private Wealth Group
AIVL icon

CIBC Private Wealth Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$157K Hold
1,365
– – ﹤0.01% 1312
2025
Q3 		$156K Hold
1,365
– – ﹤0.01% 1286
2025
Q2 		$154K Hold
1,365
– – ﹤0.01% 1224
2025
Q1 		$133K Hold
1,365
– – ﹤0.01% 1236
2024
Q4 		$145K Hold
1,365
– – ﹤0.01% 1284
2024
Q3 		$152K Hold
1,365
– – ﹤0.01% 1317
2024
Q2 		$135K Sell
1,365
-852
-38% -$85.3K ﹤0.01% 1275
2024
Q1 		$224K Hold
2,217
– – ﹤0.01% 1075
2023
Q4 		$213K Buy
+2,217
New +$199K ﹤0.01% 1049
2018
Q3 		– Sell
-1,438
Closed -$125K – 989
2018
Q2 		$125K Hold
1,438
– – ﹤0.01% 995
2018
Q1 		$122K Buy
1,438
+1
+0.1% +$88 ﹤0.01% 990
2017
Q4 		$127K Buy
+1,437
New +$124K ﹤0.01% 998

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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