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

Decker Wealth Management LLC’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 		$625K Sell
4,766
-115
-2% -$14.3K 0.13% 66
2026
Q1 		$565K Sell
4,881
-175
-3% -$20.9K 0.13% 67
2025
Q4 		$581K Buy
+5,056
New +$576K 0.13% 65

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
Commonwealth Equity Services
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

Decker Wealth Management LLC's AIVL Position: Q2 2026 in Review

Decker Wealth Management LLC reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 2.4% in Q2 2026, selling an estimated $14.3K and leaving 4,766 shares worth $625K. The position accounts for 0.13% of the portfolio, ranked #66.

Decker Wealth Management LLC first reported a position in AIVL in Q4 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Decker Wealth Management LLC held 4,766 shares of WisdomTree US AI Enhanced Value Fund worth $625K as of Q2 2026.
  • Decker Wealth Management LLC sold 115 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $14.3K.
  • WisdomTree US AI Enhanced Value Fund made up 0.13% of Decker Wealth Management LLC's portfolio in Q2 2026, its #66 holding.
  • Decker Wealth Management LLC first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Decker Wealth Management LLC's 13F filing for Q2 2026, filed 30 Jul 2026.