Graves Light Lenhart Wealth’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Graves Light Lenhart Wealth’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	$436K	Hold	3,325	–	–	0.04%	131
2026 Q1	$385K	Sell	3,325 -82	-2%	-$9.78K	0.04%	128
2025 Q4	$392K	Hold	3,407	–	–	0.04%	127
2025 Q3	$389K	Hold	3,407	–	–	0.04%	128
2025 Q2	$385K	Hold	3,407	–	–	0.05%	127
2025 Q1	$374K	Hold	3,407	–	–	0.05%	126
2024 Q4	$363K	Sell	3,407 -90	-3%	-$9.97K	0.05%	128
2024 Q3	$389K	Sell	3,497 -279	-7%	-$29.5K	0.05%	125
2024 Q2	$374K	Hold	3,776	–	–	0.04%	126
2024 Q1	$384K	Hold	3,776	–	–	0.04%	123
2023 Q4	$362K	Hold	3,776	–	–	0.05%	130
2023 Q3	$332K	Hold	3,776	–	–	0.05%	128
2023 Q2	$353K	Hold	3,776	–	–	0.05%	130
2023 Q1	$346K	Hold	3,776	–	–	0.05%	117
2022 Q4	$347K	Hold	3,776	–	–	0.05%	125
2022 Q3	$308K	Hold	3,776	–	–	0.05%	129
2022 Q2	$335K	Sell	3,776 -31	-0.8%	-$2.94K	0.05%	127
2022 Q1	$377K	Hold	3,807	–	–	0.05%	127
2021 Q4	$385K	Hold	3,807	–	–	0.05%	133
2021 Q3	$358K	Hold	3,807	–	–	0.06%	128
2021 Q2	$370K	Hold	3,807	–	–	0.06%	126
2021 Q1	$359K	Sell	3,807 -56	-1%	-$4.97K	0.06%	129
2020 Q4	$323K	Hold	3,863	–	–	0.06%	128
2020 Q3	$291K	Sell	3,863 -400	-9%	-$30.5K	0.06%	119
2020 Q2	$314K	Sell	4,263 -500	-10%	-$35.8K	0.07%	113
2020 Q1	$308K	Hold	4,763	–	–	0.08%	110
2019 Q4	$441K	Hold	4,763	–	–	0.09%	109
2019 Q3	$418K	Hold	4,763	–	–	0.09%	112
2019 Q2	$409K	Hold	4,763	–	–	0.1%	104
2019 Q1	$407K	Buy	4,763 +1,304	+38%	+$109K	0.1%	97
2018 Q4	$266K	Buy	+3,459	New	+$292K	0.08%	116

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

Graves Light Lenhart Wealth's AIVL Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 3,325 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #131.

Graves Light Lenhart Wealth first reported a position in AIVL in Q4 2018 and has held it in 31 quarters since. The position peaked at $441K in Q4 2019. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Graves Light Lenhart Wealth held 3,325 shares of WisdomTree US AI Enhanced Value Fund worth $436K as of Q2 2026.
Graves Light Lenhart Wealth left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up 0.04% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #131 holding.
Graves Light Lenhart Wealth first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's WisdomTree US AI Enhanced Value Fund position peaked at $441K in Q4 2019.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.