Destiny Wealth Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Destiny Wealth Partners’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	–	Sell	-6,120	Closed	-$708K	–	212
2026 Q1	$708K	Hold	6,120	–	–	0.08%	123
2025 Q4	$735K	Hold	6,120	–	–	0.08%	106
2025 Q3	$699K	Hold	6,120	–	–	0.09%	106
2025 Q2	$692K	Hold	6,120	–	–	0.09%	103
2025 Q1	$672K	Hold	6,120	–	–	0.11%	96
2024 Q4	$652K	Hold	6,120	–	–	0.11%	99
2024 Q3	$681K	Hold	6,120	–	–	0.12%	93
2024 Q2	$611K	Hold	6,120	–	–	0.11%	91
2024 Q1	$623K	Hold	6,120	–	–	0.11%	89
2023 Q4	$583K	Hold	6,120	–	–	0.11%	87
2023 Q3	$544K	Hold	6,120	–	–	0.11%	91
2023 Q2	$592K	Hold	6,120	–	–	0.11%	89
2023 Q1	$561K	Hold	6,120	–	–	0.12%	91
2022 Q4	$562K	Hold	6,120	–	–	0.12%	93
2022 Q3	$500K	Hold	6,120	–	–	0.11%	97
2022 Q2	$543K	Hold	6,120	–	–	0.12%	90
2022 Q1	$606K	Hold	6,120	–	–	0.12%	93
2021 Q4	$619K	Hold	6,120	–	–	0.12%	100
2021 Q3	$575K	Hold	6,120	–	–	0.12%	102
2021 Q2	$595K	Hold	6,120	–	–	0.11%	113
2021 Q1	$577K	Hold	6,120	–	–	0.12%	96
2020 Q4	$512K	Buy	+6,120	New	+$492K	0.11%	99

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Destiny Wealth Partners's AIVL Position: Q2 2026 in Review

Destiny Wealth Partners sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026, closing a stake of 6,120 shares — an estimated $708K sold.

Destiny Wealth Partners first reported a position in AIVL in Q4 2020 and held it in 22 quarters. The position peaked at $735K in Q4 2025. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Destiny Wealth Partners reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 6,120 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $708K.
Destiny Wealth Partners first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2020 and held it in 22 quarters.
Destiny Wealth Partners's WisdomTree US AI Enhanced Value Fund position peaked at $735K in Q4 2025.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.