HFS
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Hughes Financial Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Hughes Financial 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
Q1 		$29.3K Hold
253
– – ﹤0.01% 208
2025
Q4 		$29.1K Hold
253
– – ﹤0.01% 196
2025
Q3 		$28.6K Hold
253
– – ﹤0.01% 194
2025
Q2 		$28.3K Hold
253
– – ﹤0.01% 197
2025
Q1 		$27.8K Buy
+253
New +$27.8K 0.01% 197

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SL
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WCM
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