Institute for Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Institute for Wealth Management’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	$151K	Buy	+2,679	New	+$152K	0.01%	588
2020 Q1	–	Sell	-4,723	Closed	-$201K	–	406
2019 Q4	$201K	Buy	+4,723	New	+$197K	0.05%	422
2019 Q3	–	Sell	-4,933	Closed	-$203K	–	425
2019 Q2	$203K	Sell	4,933 -247	-5%	-$10.1K	0.04%	432
2019 Q1	$213K	Sell	5,180 -100	-2%	-$4.03K	0.05%	403
2018 Q4	$200K	Buy	+5,280	New	+$210K	0.08%	243
2018 Q1	–	Sell	-5,390	Closed	-$236K	–	259
2017 Q4	$236K	Buy	+5,390	New	+$232K	0.05%	336
2017 Q3	–	Sell	-5,560	Closed	-$224K	–	253
2017 Q2	$224K	Buy	+5,560	New	+$227K	0.06%	356

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

Institute for Wealth Management's AIVI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2026: 2,679 shares worth $151K. The stake represents 0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in AIVI as recently as Q4 2019.

Institute for Wealth Management first reported a position in AIVI in Q2 2017 and has held it in 7 quarters since. The position peaked at $236K in Q4 2017. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

Institute for Wealth Management held 2,679 shares of WisdomTree International AI Enhanced Value Fund worth $151K as of Q2 2026.
WisdomTree International AI Enhanced Value Fund was a new Institute for Wealth Management position in Q2 2026.
WisdomTree International AI Enhanced Value Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #588 holding.
Institute for Wealth Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2017 and has held it in 7 quarters since.
Institute for Wealth Management's WisdomTree International AI Enhanced Value Fund position peaked at $236K in Q4 2017.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.