Glassman Wealth Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Glassman Wealth Services’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	$46.8K	Hold	357	–	–	0.01%	153
2026 Q1	$41.3K	Hold	357	–	–	0.01%	124
2025 Q4	$41K	Hold	357	–	–	0.01%	130
2025 Q3	$40.8K	Hold	357	–	–	0.01%	117
2025 Q2	$40.4K	Hold	357	–	–	0.01%	118
2025 Q1	$39.2K	Buy	+357	New	+$39.2K	0.01%	111
2020 Q4	–	Sell	-1,000	Closed	-$75K	–	1332
2020 Q3	$75K	Hold	1,000	–	–	0.02%	236
2020 Q2	$74K	Hold	1,000	–	–	0.02%	197
2020 Q1	$65K	Hold	1,000	–	–	0.03%	201
2019 Q4	$92K	Hold	1,000	–	–	0.03%	187
2019 Q3	$87K	Hold	1,000	–	–	0.04%	178
2019 Q2	$86K	Hold	1,000	–	–	0.03%	180
2019 Q1	$85K	Hold	1,000	–	–	0.04%	179
2018 Q4	$77K	Hold	1,000	–	–	0.04%	161
2018 Q3	$90K	Hold	1,000	–	–	0.04%	167
2018 Q2	$87K	Hold	1,000	–	–	0.04%	149
2018 Q1	$85K	Hold	1,000	–	–	0.05%	137
2017 Q4	$88K	Buy	+1,000	New	+$86.5K	0.05%	125

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Glassman Wealth Services's AIVL Position: Q2 2026 in Review

Glassman Wealth Services held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 357 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #153.

Glassman Wealth Services first reported a position in AIVL in Q4 2017 and has held it in 18 quarters since. The position peaked at $92K in Q4 2019. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Glassman Wealth Services held 357 shares of WisdomTree US AI Enhanced Value Fund worth $46.8K as of Q2 2026.
Glassman Wealth Services 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 Glassman Wealth Services's portfolio in Q2 2026, its #153 holding.
Glassman Wealth Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and has held it in 18 quarters since.
Glassman Wealth Services's WisdomTree US AI Enhanced Value Fund position peaked at $92K in Q4 2019.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.