Citigroup
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Citigroup’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Citigroup’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
-663
Closed -$32.9K – 6027
2025
Q3 		$32.9K Hold
663
– – ﹤0.01% 4632
2025
Q2 		$31.9K Hold
663
– – ﹤0.01% 4957
2025
Q1 		$29.1K Hold
663
– – ﹤0.01% 5013
2024
Q4 		$26.1K Hold
663
– – ﹤0.01% 5235
2024
Q3 		$29K Hold
663
– – ﹤0.01% 5126
2024
Q2 		$26.1K Sell
663
-222
-25% -$9.05K ﹤0.01% 4918
2024
Q1 		$36.3K Hold
885
– – ﹤0.01% 4784
2023
Q4 		$35.8K Hold
885
– – ﹤0.01% 4695
2023
Q3 		$33.2K Hold
885
– – ﹤0.01% 4258
2023
Q2 		$34.5K Buy
885
+27
+3% +$1.07K ﹤0.01% 4811
2023
Q1 		$33.3K Buy
858
+195
+29% +$7.49K ﹤0.01% 4368
2022
Q4 		$23.9K Sell
663
-892
-57% -$30.5K ﹤0.01% 4527
2022
Q3 		$47K Sell
1,555
-10,339
-87% -$359K ﹤0.01% 4407
2022
Q2 		$423K Buy
11,894
+1,183
+11% +$45.6K ﹤0.01% 3360
2022
Q1 		$430K Buy
10,711
+5,356
+100% +$221K ﹤0.01% 3613
2021
Q4 		$224K Hold
5,355
– – ﹤0.01% 4302
2021
Q3 		$218K Sell
5,355
-13,500
-72% -$584K ﹤0.01% 4072
2021
Q2 		$815K Sell
18,855
-3,515
-16% -$154K ﹤0.01% 3376
2021
Q1 		$950K Buy
22,370
+570
+3% +$24K ﹤0.01% 3022
2020
Q4 		$881K Buy
21,800
+10,700
+96% +$408K ﹤0.01% 3662
2020
Q3 		$399K Buy
11,100
+3,950
+55% +$145K ﹤0.01% 4047
2020
Q2 		$254K Buy
7,150
+2,500
+54% +$84.8K ﹤0.01% 4838
2020
Q1 		$146K Buy
4,650
+3,250
+232% +$125K ﹤0.01% 5002
2019
Q4 		$60K Buy
1,400
+1,100
+367% +$45.9K ﹤0.01% 6161
2019
Q3 		$12K Hold
300
– – ﹤0.01% 6976
2019
Q2 		$12K Hold
300
– – ﹤0.01% 7243
2019
Q1 		$12K Hold
300
– – ﹤0.01% 7166
2018
Q4 		$11K Buy
300
+100
+50% +$3.97K ﹤0.01% 7108
2018
Q3 		$8K Sell
200
-545
-73% -$23K ﹤0.01% 7400
2018
Q2 		$31K Sell
745
-1,300
-64% -$56.8K ﹤0.01% 6645
2018
Q1 		$89K Hold
2,045
– – ﹤0.01% 5710
2017
Q4 		$89K Sell
2,045
-763
-27% -$32.8K ﹤0.01% 5739
2017
Q3 		$120K Sell
2,808
-3,150
-53% -$132K ﹤0.01% 5417
2017
Q2 		$243K Buy
5,958
+897
+18% +$36.6K ﹤0.01% 4631
2017
Q1 		$201K Sell
5,061
-997
-16% -$38.7K ﹤0.01% 4651
2016
Q4 		$226K Sell
6,058
-1,236
-17% -$46.2K ﹤0.01% 5176
2016
Q3 		$284K Buy
7,294
+787
+12% +$30.4K ﹤0.01% 4392
2016
Q2 		$246K Sell
6,507
-1,711
-21% -$65.6K ﹤0.01% 4306
2016
Q1 		$314K Sell
8,218
-6,961
-46% -$255K ﹤0.01% 4643
2015
Q4 		$579K Buy
15,179
+64
+0.4% +$2.53K ﹤0.01% 3695
2015
Q3 		$576K Sell
15,115
-2,834
-16% -$117K ﹤0.01% 3605
2015
Q2 		$764K Buy
17,949
+5,876
+49% +$266K ﹤0.01% 3347
2015
Q1 		$530K Sell
12,073
-5,468
-31% -$240K ﹤0.01% 3692
2014
Q4 		$754K Sell
17,541
-1,064
-6% -$47.9K ﹤0.01% 3435
2014
Q3 		$871K Buy
18,605
+1,521
+9% +$75.2K ﹤0.01% 3106
2014
Q2 		$866K Sell
17,084
-627
-4% -$31.6K ﹤0.01% 3082
2014
Q1 		$872K Sell
17,711
-317
-2% -$15.1K ﹤0.01% 2979
2013
Q4 		$859K Buy
18,028
+2,213
+14% +$103K ﹤0.01% 3332
2013
Q3 		$719K Sell
15,815
-37
-0.2% -$1.59K ﹤0.01% 3156
2013
Q2 		$636K Buy
+15,852
New +$680K ﹤0.01% 3267

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

Citigroup's AIVI Position: Q4 2025 in Review

Citigroup sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2025, closing a stake of 663 shares — an estimated $32.9K sold.

Citigroup first reported a position in AIVI in Q2 2013 and held it in 50 quarters. The position peaked at $950K in Q1 2021. 33 funds tracked by Wall St. Rank hold AIVI as of Q4 2025.

  • Citigroup reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2025 after selling out during the quarter.
  • Citigroup sold 663 WisdomTree International AI Enhanced Value Fund shares in Q4 2025, an estimated $32.9K.
  • Citigroup first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2013 and held it in 50 quarters.
  • Citigroup's WisdomTree International AI Enhanced Value Fund position peaked at $950K in Q1 2021.
  • 33 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2025.

Based on Citigroup's 13F filing for Q4 2025, filed 13 Feb 2026.