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Coldstream Capital Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-275
Closed -$30.2K – 1173
2025
Q1 		$30.2K Buy
+275
New +$30.2K ﹤0.01% 1940

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 $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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

Coldstream Capital Management's AIVL Position: Q2 2025 in Review

Coldstream Capital Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2025, closing a stake of 275 shares — an estimated $30.2K sold.

Coldstream Capital Management first reported a position in AIVL in Q1 2025 and held it in 1 quarter. The position peaked at $30.2K in Q1 2025. 120 funds tracked by Wall St. Rank hold AIVL as of Q2 2025.

  • Coldstream Capital Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 275 WisdomTree US AI Enhanced Value Fund shares in Q2 2025, an estimated $30.2K.
  • Coldstream Capital Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's WisdomTree US AI Enhanced Value Fund position peaked at $30.2K in Q1 2025.
  • 120 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.