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JDM Financial Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

JDM Financial Group’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
Q1 		– Sell
-150
Closed -$16K – 299
2024
Q4 		$16K Hold
150
– – 0.01% 141
2024
Q3 		$16.7K Buy
+150
New +$15.9K 0.01% 137

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JDM Financial Group's AIVL Position: Q1 2025 in Review

JDM Financial Group sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2025, closing a stake of 150 shares — an estimated $16K sold.

JDM Financial Group first reported a position in AIVL in Q3 2024 and held it in 2 quarters. The position peaked at $16.7K in Q3 2024. 119 funds tracked by Wall St. Rank hold AIVL as of Q1 2025.

  • JDM Financial Group reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2025 after selling out during the quarter.
  • JDM Financial Group sold 150 WisdomTree US AI Enhanced Value Fund shares in Q1 2025, an estimated $16K.
  • JDM Financial Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2024 and held it in 2 quarters.
  • JDM Financial Group's WisdomTree US AI Enhanced Value Fund position peaked at $16.7K in Q3 2024.
  • 119 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.