Gladstone Institutional Advisory’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Gladstone Institutional Advisory’s Portfolio AIVI Stock Details AIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,003	Closed	-$276K	–	716
2024 Q4	$276K	Sell	7,003 -149	-2%	-$6.14K	0.01%	614
2024 Q3	$313K	Buy	7,152 +76	+1%	+$3.17K	0.02%	567
2024 Q2	$279K	Buy	7,076 +318	+5%	+$13K	0.01%	561
2024 Q1	$277K	Buy	6,758 +1,165	+21%	+$46.9K	0.02%	549
2023 Q4	$226K	Buy	+5,593	New	+$214K	0.01%	598

Other funds holding AIVI

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Gladstone Institutional Advisory's AIVI Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2025, closing a stake of 7,003 shares — an estimated $276K sold.

Gladstone Institutional Advisory first reported a position in AIVI in Q4 2023 and held it in 5 quarters. The position peaked at $313K in Q3 2024. 33 funds tracked by Wall St. Rank hold AIVI as of Q1 2025.

Gladstone Institutional Advisory reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 7,003 WisdomTree International AI Enhanced Value Fund shares in Q1 2025, an estimated $276K.
Gladstone Institutional Advisory first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2023 and held it in 5 quarters.
Gladstone Institutional Advisory's WisdomTree International AI Enhanced Value Fund position peaked at $313K in Q3 2024.
33 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.