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Guardian Wealth Management (Illinois)’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Guardian Wealth Management (Illinois)’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
2025
Q2 		– Sell
-495
Closed -$54.4K – 68
2025
Q1 		$54.4K Sell
495
-247
-33% -$27.1K 0.04% 102
2024
Q4 		$79K Hold
742
– – 0.05% 98
2024
Q3 		$82.6K Sell
742
-14
-2% -$1.48K 0.06% 96
2024
Q2 		$75.4K Hold
756
– – 0.06% 94
2024
Q1 		$77K Sell
756
-48
-6% -$4.66K 0.06% 96
2023
Q4 		$77.1K Sell
804
-372
-32% -$33.5K 0.07% 95
2023
Q3 		$105K Sell
1,176
-86
-7% -$8.05K 0.1% 82
2023
Q2 		$118K Sell
1,262
-131
-9% -$11.9K 0.11% 77
2023
Q1 		$128K Sell
1,393
-281
-17% -$26.1K 0.12% 79
2022
Q4 		$154K Buy
1,674
+4
+0.2% +$360 0.15% 83
2022
Q3 		$136K Sell
1,670
-2
-0.1% -$183 0.15% 78
2022
Q2 		$148K Buy
1,672
+4
+0.2% +$379 0.16% 77
2022
Q1 		$165K Buy
1,668
+2
+0.1% +$197 0.16% 81
2021
Q4 		$169K Buy
+1,666
New +$162K 0.16% 76

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 $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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

Guardian Wealth Management (Illinois)'s AIVL Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2025, closing a stake of 495 shares — an estimated $54.4K sold.

Guardian Wealth Management (Illinois) first reported a position in AIVL in Q4 2021 and held it in 14 quarters. The position peaked at $169K in Q4 2021. 121 funds tracked by Wall St. Rank hold AIVL as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 495 WisdomTree US AI Enhanced Value Fund shares in Q2 2025, an estimated $54.4K.
  • Guardian Wealth Management (Illinois) first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s WisdomTree US AI Enhanced Value Fund position peaked at $169K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.