DWS
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Dynamic Wealth Strategies’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Dynamic Wealth Strategies’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
Q1 		$13.5K Hold
117
– – 0.01% 214
2025
Q4 		$13.5K Hold
117
– – 0.01% 196
2025
Q3 		$13.4K Hold
117
– – 0.01% 190
2025
Q2 		$13.2K Hold
117
– – 0.01% 186
2025
Q1 		$12.8K Buy
+117
New +$12.8K 0.01% 187
2024
Q4 		– Sell
-117
Closed -$13K – 71
2024
Q3 		$13K Hold
117
– – 0.01% 185
2024
Q2 		$12K Sell
117
-16
-12% -$1.6K 0.01% 190
2024
Q1 		$14K Hold
133
– – 0.01% 184
2023
Q4 		$12.8K Buy
+133
New +$12K 0.01% 190

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return