IMA Advisory Services’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

IMA Advisory Services’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
2026 Q2	$77.5K	Buy	+1,377	New	+$78.1K	﹤0.01%	456

Other funds holding AIVI

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

IMA Advisory Services's AIVI Position: Q2 2026 in Review

IMA Advisory Services opened a new position in WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2026: 1,377 shares worth $77.5K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings.

36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

IMA Advisory Services held 1,377 shares of WisdomTree International AI Enhanced Value Fund worth $77.5K as of Q2 2026.
WisdomTree International AI Enhanced Value Fund was a new IMA Advisory Services position in Q2 2026.
WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #456 holding.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.