Larson Financial Group
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Larson Financial Group’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Larson Financial Group’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
Q3 		$153K Buy
2,642
+13
+0.5% +$766 ﹤0.01% 1056
2026
Q2 		$148K Buy
2,629
+74
+3% +$4.2K ﹤0.01% 981
2026
Q1 		$138K Sell
2,555
-72
-3% -$3.94K ﹤0.01% 853
2025
Q4 		$137K Sell
2,627
-49
-2% -$2.48K ﹤0.01% 818
2025
Q3 		$133K Sell
2,676
-71
-3% -$3.5K ﹤0.01% 797
2025
Q2 		$132K Sell
2,747
-26
-0.9% -$1.2K 0.01% 760
2025
Q1 		$122K Sell
2,773
-4
-0.1% -$168 0.01% 749
2024
Q4 		$109K Sell
2,777
-171
-6% -$7.05K 0.01% 711
2024
Q3 		$129K Sell
2,948
-252
-8% -$10.5K 0.01% 680
2024
Q2 		$126K Buy
3,200
+135
+4% +$5.5K 0.01% 588
2024
Q1 		$126K Buy
3,065
+8
+0.3% +$322 0.01% 499
2023
Q4 		$124K Sell
3,057
-1,932
-39% -$73.9K 0.01% 446
2023
Q3 		$187K Sell
4,989
-291
-6% -$11.3K 0.02% 337
2023
Q2 		$206K Sell
5,280
-279
-5% -$11.1K 0.02% 314
2023
Q1 		$216K Sell
5,559
-91
-2% -$3.5K 0.02% 301
2022
Q4 		$204K Buy
5,650
+3
+0.1% +$102 0.02% 299
2022
Q3 		$172K Buy
5,647
+159
+3% +$5.52K 0.02% 289
2022
Q2 		$195K Buy
5,488
+2,227
+68% +$85.8K 0.03% 191
2022
Q1 		$131K Sell
3,261
-2,826
-46% -$117K 0.02% 239
2021
Q4 		$255K Buy
6,087
+574
+10% +$23.7K 0.04% 173
2021
Q3 		$225K Sell
5,513
-983
-15% -$42.5K 0.04% 134
2021
Q2 		$281K Buy
6,496
+3,463
+114% +$152K 0.07% 102
2021
Q1 		$129K Buy
3,033
+2,346
+341% +$98.8K 0.04% 144
2020
Q4 		$28K Buy
+687
New +$26.2K 0.01% 299

Other funds holding AIVI

BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Larson Financial Group's AIVI Position: Q3 2026 in Review

Larson Financial Group increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 0.49% in Q3 2026, buying an estimated $766 and bringing the position to 2,642 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Larson Financial Group first reported a position in AIVI in Q4 2020 and has held it in 24 quarters since. The position peaked at $281K in Q2 2021. 12 funds tracked by Wall St. Rank hold AIVI as of Q3 2026.

  • Larson Financial Group held 2,642 shares of WisdomTree International AI Enhanced Value Fund worth $153K as of Q3 2026.
  • Larson Financial Group bought 13 WisdomTree International AI Enhanced Value Fund shares in Q3 2026, an estimated $766.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1056 holding.
  • Larson Financial Group first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2020 and has held it in 24 quarters since.
  • Larson Financial Group's WisdomTree International AI Enhanced Value Fund position peaked at $281K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.