Clearstead Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Clearstead Advisors’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 Q2	$128K	Hold	973	–	–	﹤0.01%	1218
2026 Q1	$113K	Hold	973	–	–	﹤0.01%	1116
2025 Q4	$112K	Hold	973	–	–	﹤0.01%	1096
2025 Q3	$111K	Hold	973	–	–	﹤0.01%	1019
2025 Q2	$110K	Hold	973	–	–	﹤0.01%	1042
2025 Q1	$107K	Hold	973	–	–	﹤0.01%	982
2024 Q4	$104K	Hold	973	–	–	﹤0.01%	1025
2024 Q3	$108K	Hold	973	–	–	﹤0.01%	1010
2024 Q2	$97.1K	Buy	+973	New	+$97.4K	﹤0.01%	1009

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Clearstead Advisors's AIVL Position: Q2 2026 in Review

Clearstead Advisors held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 973 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Clearstead Advisors first reported a position in AIVL in Q2 2024 and has held it in 9 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Clearstead Advisors held 973 shares of WisdomTree US AI Enhanced Value Fund worth $128K as of Q2 2026.
Clearstead Advisors left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1218 holding.
Clearstead Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2024 and has held it in 9 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.