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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
Q2 		$15.3K Hold
117
– – 0.01% 215
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

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

Dynamic Wealth Strategies's AIVL Position: Q2 2026 in Review

Dynamic Wealth Strategies held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 117 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #215.

Dynamic Wealth Strategies first reported a position in AIVL in Q4 2023 and has held it in 10 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Dynamic Wealth Strategies held 117 shares of WisdomTree US AI Enhanced Value Fund worth $15.3K as of Q2 2026.
  • Dynamic Wealth Strategies left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
  • WisdomTree US AI Enhanced Value Fund made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #215 holding.
  • Dynamic Wealth Strategies first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2023 and has held it in 10 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.