Jones Financial Companies’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Jones Financial Companies’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	$863K	Buy	15,441 +55	+0.4%	+$3.12K	﹤0.01%	1973
2026 Q1	$805K	Buy	15,386 +1,755	+13%	+$95.9K	﹤0.01%	1813
2025 Q4	$709K	Sell	13,631 -51	-0.4%	-$2.58K	﹤0.01%	1368
2025 Q3	$674K	Hold	13,682	–	–	﹤0.01%	1273
2025 Q2	$658K	Buy	13,682 +191	+1%	+$8.85K	﹤0.01%	1177
2025 Q1	$595K	Buy	13,491 +15	+0.1%	+$630	﹤0.01%	1048
2024 Q4	$531K	Buy	13,476 +3,830	+40%	+$158K	﹤0.01%	973
2024 Q3	$426K	Buy	9,646 +7,175	+290%	+$299K	﹤0.01%	876
2024 Q2	$97.3K	Buy	+2,471	New	+$101K	﹤0.01%	1058

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies's AIVI Position: Q2 2026 in Review

Jones Financial Companies increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 0.36% in Q2 2026, buying an estimated $3.12K and bringing the position to 15,441 shares worth $863K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Jones Financial Companies first reported a position in AIVI in Q2 2024 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

Jones Financial Companies held 15,441 shares of WisdomTree International AI Enhanced Value Fund worth $863K as of Q2 2026.
Jones Financial Companies bought 55 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $3.12K.
WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1973 holding.
Jones Financial Companies first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2024 and has held it in 9 quarters since.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.