Cladis Investment Advisory’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Cladis Investment Advisory’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	$231K	Hold	2,000	–	–	0.13%	144
2025 Q4	$230K	Hold	2,000	–	–	0.13%	145
2025 Q3	$229K	Hold	2,000	–	–	0.13%	138
2025 Q2	$226K	Hold	2,000	–	–	0.14%	126
2025 Q1	$220K	Hold	2,000	–	–	0.16%	118
2024 Q4	$213K	Hold	2,000	–	–	0.15%	116
2024 Q3	$223K	Buy	+2,000	New	+$212K	0.15%	122
2024 Q2	–	Sell	-2,000	Closed	-$204K	–	137
2024 Q1	$204K	Buy	+2,000	New	+$194K	0.15%	135
2022 Q1	–	Sell	-2,000	Closed	-$202K	–	149
2021 Q4	$202K	Buy	+2,000	New	+$195K	0.16%	141

Other funds holding AIVL

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return

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

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

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return