Commonwealth Equity Services
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Commonwealth Equity Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Commonwealth Equity Services’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 		$2.73M Sell
20,843
-7,066
-25% -$879K ﹤0.01% 1850
2026
Q1 		$3.23M Buy
27,909
+2,168
+8% +$258K ﹤0.01% 1642
2025
Q4 		$2.96M Sell
25,741
-4,843
-16% -$552K ﹤0.01% 1692
2025
Q3 		$3.5M Sell
30,584
-1,124
-4% -$128K ﹤0.01% 1607
2025
Q2 		$3.58M Sell
31,708
-6,192
-16% -$669K ﹤0.01% 1567
2025
Q1 		$4.16M Buy
37,900
+4,046
+12% +$444K 0.01% 1394
2024
Q4 		$3.61M Buy
33,854
+5
+0% +$554 0.01% 1451
2024
Q3 		$3.77M Sell
33,849
-7,381
-18% -$781K 0.01% 1411
2024
Q2 		$4.12M Sell
41,230
-1,915
-4% -$192K 0.01% 1305
2024
Q1 		$4.39M Sell
43,145
-3,118
-7% -$303K 0.01% 1253
2023
Q4 		$4.44M Sell
46,263
-6,363
-12% -$572K 0.01% 1178
2023
Q3 		$4.68M Sell
52,626
-1,822
-3% -$171K 0.01% 1072
2023
Q2 		$5.09M Sell
54,448
-1,582
-3% -$144K 0.01% 1026
2023
Q1 		$5.13M Buy
56,030
+3,336
+6% +$310K 0.01% 987
2022
Q4 		$4.84M Sell
52,694
-1,418
-3% -$128K 0.01% 977
2022
Q3 		$4.42M Sell
54,112
-571
-1% -$52.2K 0.01% 952
2022
Q2 		$4.85M Sell
54,683
-1,998
-4% -$189K 0.01% 919
2022
Q1 		$5.61M Sell
56,681
-353
-0.6% -$34.8K 0.01% 893
2021
Q4 		$5.77M Sell
57,034
-8,595
-13% -$838K 0.01% 860
2021
Q3 		$6.17M Sell
65,629
-3,123
-5% -$303K 0.02% 760
2021
Q2 		$6.68M Buy
68,752
+6,333
+10% +$620K 0.02% 706
2021
Q1 		$5.89M Buy
62,419
+2,217
+4% +$197K 0.02% 706
2020
Q4 		$5.04M Sell
60,202
-2,374
-4% -$191K 0.02% 723
2020
Q3 		$4.72M Sell
62,576
-10,114
-14% -$771K 0.02% 668
2020
Q2 		$5.36M Sell
72,690
-6,628
-8% -$474K 0.02% 588
2020
Q1 		$5.12M Sell
79,318
-7,701
-9% -$639K 0.02% 543
2019
Q4 		$8.05M Buy
87,019
+7,588
+10% +$677K 0.03% 470
2019
Q3 		$6.95M Buy
79,431
+176
+0.2% +$15.1K 0.03% 488
2019
Q2 		$6.8M Sell
79,255
-2,947
-4% -$250K 0.03% 476
2019
Q1 		$7.03M Buy
82,202
+40
+0% +$3.33K 0.03% 455
2018
Q4 		$6.32M Sell
82,162
-120
-0.1% -$10.1K 0.03% 437
2018
Q3 		$7.44M Sell
82,282
-4,222
-5% -$380K 0.04% 415
2018
Q2 		$7.52M Buy
86,504
+282
+0.3% +$24.3K 0.04% 387
2018
Q1 		$7.29M Sell
86,222
-4,304
-5% -$380K 0.04% 371
2017
Q4 		$8M Sell
90,526
-2,290
-2% -$198K 0.04% 347
2017
Q3 		$7.83M Buy
92,816
+11,475
+14% +$950K 0.05% 332
2017
Q2 		$6.7M Sell
81,341
-1,584
-2% -$130K 0.04% 354
2017
Q1 		$6.84M Buy
82,925
+3,137
+4% +$257K 0.05% 331
2016
Q4 		$6.41M Sell
79,788
-631
-0.8% -$49.8K 0.05% 327
2016
Q3 		$6.32M Buy
80,419
+1,376
+2% +$108K 0.05% 318
2016
Q2 		$6.1M Buy
79,043
+602
+0.8% +$45.2K 0.05% 313
2016
Q1 		$5.92M Sell
78,441
-24,912
-24% -$1.75M 0.05% 312
2015
Q4 		$7.26M Sell
103,353
-5,852
-5% -$417K 0.07% 266
2015
Q3 		$7.34M Sell
109,205
-18,677
-15% -$1.33M 0.08% 236
2015
Q2 		$9.41M Buy
127,882
+1,278
+1% +$97.2K 0.09% 212
2015
Q1 		$9.61M Buy
126,604
+1,068
+0.9% +$81.3K 0.1% 204
2014
Q4 		$9.63M Buy
125,536
+5,216
+4% +$390K 0.11% 183
2014
Q3 		$8.83M Sell
120,320
-1,537
-1% -$113K 0.11% 183
2014
Q2 		$9.01M Sell
121,857
-1,529
-1% -$110K 0.11% 178
2014
Q1 		$8.67M Sell
123,386
-3,876
-3% -$263K 0.12% 166
2013
Q4 		$8.75M Buy
127,262
+13,085
+11% +$870K 0.13% 152
2013
Q3 		$7.26M Sell
114,177
-33,028
-22% -$2.12M 0.12% 170
2013
Q2 		$9.17M Buy
+147,205
New +$9.27M 0.16% 128

Other funds holding AIVL

NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
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
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services's AIVL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 25% in Q2 2026, selling an estimated $879K and leaving 20,843 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Commonwealth Equity Services first reported a position in AIVL in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.63M in Q4 2014. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Commonwealth Equity Services held 20,843 shares of WisdomTree US AI Enhanced Value Fund worth $2.73M as of Q2 2026.
  • Commonwealth Equity Services sold 7,066 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $879K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1850 holding.
  • Commonwealth Equity Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's WisdomTree US AI Enhanced Value Fund position peaked at $9.63M in Q4 2014.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.