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 Q3	$721K	Sell	5,639 -551	-9%	-$72.9K	0.37%	66
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Dickmeyer Boyce Financial Management's AIVL Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 8.9% in Q3 2026, selling an estimated $72.9K and leaving 5,639 shares worth $721K. The position accounts for 0.37% of the portfolio, ranked #66.

Dickmeyer Boyce Financial Management first reported a position in AIVL in Q1 2026 and has held it in 3 quarters since. The position peaked at $812K in Q2 2026. 3 funds tracked by Wall St. Rank hold AIVL as of Q3 2026.

Dickmeyer Boyce Financial Management held 5,639 shares of WisdomTree US AI Enhanced Value Fund worth $721K as of Q3 2026.
Dickmeyer Boyce Financial Management sold 551 WisdomTree US AI Enhanced Value Fund shares in Q3 2026, an estimated $72.9K.
WisdomTree US AI Enhanced Value Fund made up 0.37% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #66 holding.
Dickmeyer Boyce Financial Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2026 and has held it in 3 quarters since.
Dickmeyer Boyce Financial Management's WisdomTree US AI Enhanced Value Fund position peaked at $812K in Q2 2026.
3 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.