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Dickmeyer Boyce Financial Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Dickmeyer Boyce Financial 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
2026
Q2 		$812K Sell
6,190
-159
-3% -$19.8K 0.42% 62
2026
Q1 		$735K Buy
+6,349
New +$757K 0.43% 66

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

Dickmeyer Boyce Financial Management's AIVL Position: Q2 2026 in Review

Dickmeyer Boyce Financial Management reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 2.5% in Q2 2026, selling an estimated $19.8K and leaving 6,190 shares worth $812K. The position accounts for 0.42% of the portfolio, ranked #62.

Dickmeyer Boyce Financial Management first reported a position in AIVL in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Dickmeyer Boyce Financial Management held 6,190 shares of WisdomTree US AI Enhanced Value Fund worth $812K as of Q2 2026.
  • Dickmeyer Boyce Financial Management sold 159 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $19.8K.
  • WisdomTree US AI Enhanced Value Fund made up 0.42% of Dickmeyer Boyce Financial Management's portfolio in Q2 2026, its #62 holding.
  • Dickmeyer Boyce Financial Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2026 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.