Congress Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Congress Wealth 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	$3.05M	Hold	27,000	–	–	0.03%	488
2025 Q1	$2.96M	Hold	27,000	–	–	0.04%	420
2024 Q4	$2.88M	Hold	27,000	–	–	0.04%	358
2024 Q3	$3.01M	Hold	27,000	–	–	0.04%	368
2024 Q2	$2.69M	Hold	27,000	–	–	0.04%	316
2024 Q1	$2.75M	Hold	27,000	–	–	0.05%	283
2023 Q4	$2.59M	Sell	27,000 -941	-3%	-$84.6K	0.05%	288
2023 Q3	$2.49M	Buy	+27,941	New	+$2.62M	0.05%	276

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

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

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return