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CreativeOne Wealth’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

CreativeOne Wealth’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,896
Closed -$243K – 1175
2025
Q3 		$243K Buy
+4,896
New +$242K 0.01% 1038

Other funds holding AIVI

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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

CreativeOne Wealth's AIVI Position: Q4 2025 in Review

CreativeOne Wealth sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2025, closing a stake of 4,896 shares — an estimated $243K sold.

CreativeOne Wealth first reported a position in AIVI in Q3 2025 and held it in 1 quarter. The position peaked at $243K in Q3 2025. 33 funds tracked by Wall St. Rank hold AIVI as of Q4 2025.

  • CreativeOne Wealth reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 4,896 WisdomTree International AI Enhanced Value Fund shares in Q4 2025, an estimated $243K.
  • CreativeOne Wealth first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2025 and held it in 1 quarter.
  • CreativeOne Wealth's WisdomTree International AI Enhanced Value Fund position peaked at $243K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.