LWA
AIVL icon

Lowe Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Lowe Wealth Advisors’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
Q3 		$67.5K Hold
591
– – 0.02% 125
2025
Q2 		$66.8K Sell
591
-50
-8% -$5.4K 0.03% 120
2025
Q1 		$70.4K Hold
641
– – 0.03% 108
2024
Q4 		$68.3K Sell
641
-222
-26% -$24.6K 0.03% 110
2024
Q3 		$96.1K Hold
863
– – 0.04% 78
2024
Q2 		$86.1K Sell
863
-220
-20% -$22K 0.04% 86
2024
Q1 		$110K Sell
1,083
-100
-8% -$9.71K 0.05% 72
2023
Q4 		$113K Hold
1,183
– – 0.06% 72
2023
Q3 		$105K Sell
1,183
-39
-3% -$3.65K 0.06% 73
2023
Q2 		$114K Hold
1,222
– – 0.06% 72
2023
Q1 		$112K Sell
1,222
-270
-18% -$25.1K 0.06% 70
2022
Q4 		$137K Hold
1,492
– – 0.08% 56
2022
Q3 		$122K Hold
1,492
– – 0.07% 54
2022
Q2 		$132K Hold
1,492
– – 0.07% 53
2022
Q1 		$148K Hold
1,492
– – 0.07% 53
2021
Q4 		$151K Hold
1,492
– – 0.07% 53
2021
Q3 		$140K Sell
1,492
-58
-4% -$5.63K 0.07% 54
2021
Q2 		$151K Hold
1,550
– – 0.07% 53
2021
Q1 		$146K Sell
1,550
-268
-15% -$23.8K 0.07% 46
2020
Q4 		$152K Hold
1,818
– – 0.08% 41
2020
Q3 		$137K Sell
1,818
-322
-15% -$24.5K 0.08% 41
2020
Q2 		$158K Sell
2,140
-43,098
-95% -$3.08M 0.09% 36
2020
Q1 		$2.92M Sell
45,238
-17,437
-28% -$1.45M 2.06% 10
2019
Q4 		$5.8M Buy
62,675
+137
+0.2% +$12.2K 3.22% 10
2019
Q3 		$5.47M Sell
62,538
-5,184
-8% -$444K 3.27% 10
2019
Q2 		$5.81M Sell
67,722
-544
-0.8% -$46.2K 3.49% 10
2019
Q1 		$5.84M Sell
68,266
-792
-1% -$65.9K 3.54% 10
2018
Q4 		$5.32M Sell
69,058
-521
-0.7% -$44K 3.63% 9
2018
Q3 		$6.29M Sell
69,579
-355
-0.5% -$31.9K 3.72% 10
2018
Q2 		$6.08M Buy
69,934
+395
+0.6% +$34K 3.77% 9
2018
Q1 		$5.88M Sell
69,539
-1,652
-2% -$146K 3.69% 11
2017
Q4 		$6.29M Sell
71,191
-207
-0.3% -$17.9K 3.83% 9
2017
Q3 		$6.02M Sell
71,398
-650
-0.9% -$53.8K 3.76% 9
2017
Q2 		$5.93M Sell
72,048
-527
-0.7% -$43.3K 3.78% 9
2017
Q1 		$5.99M Sell
72,575
-1,472
-2% -$121K 3.94% 9
2016
Q4 		$5.95M Sell
74,047
-126
-0.2% -$9.94K 4.07% 9
2016
Q3 		$5.83M Sell
74,173
-442
-0.6% -$34.7K 3.95% 9
2016
Q2 		$5.75M Sell
74,615
-430
-0.6% -$32.3K 3.87% 9
2016
Q1 		$5.66M Sell
75,045
-205
-0.3% -$14.4K 3.89% 8
2015
Q4 		$5.29M Sell
75,250
-9,329
-11% -$665K 3.6% 10
2015
Q3 		$5.68M Sell
84,579
-974
-1% -$69.4K 4.3% 8
2015
Q2 		$6.29M Sell
85,553
-283
-0.3% -$21.5K 4.26% 8
2015
Q1 		$6.51M Sell
85,836
-502
-0.6% -$38.2K 4.43% 6
2014
Q4 		$6.62M Buy
+86,338
New +$6.46M 4.74% 6

Other funds holding AIVL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $501M AUM 23.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lowe Wealth Advisors's AIVL Position: Q3 2025 in Review

Lowe Wealth Advisors held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q3 2025 at 591 shares worth $67.5K. The position accounts for 0.02% of the portfolio, ranked #125.

Lowe Wealth Advisors first reported a position in AIVL in Q4 2014 and has held it in 44 quarters since. The position peaked at $6.62M in Q4 2014. 116 funds tracked by Wall St. Rank hold AIVL as of Q3 2025.

  • Lowe Wealth Advisors held 591 shares of WisdomTree US AI Enhanced Value Fund worth $67.5K as of Q3 2025.
  • Lowe Wealth Advisors left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q3 2025.
  • WisdomTree US AI Enhanced Value Fund made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #125 holding.
  • Lowe Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2014 and has held it in 44 quarters since.
  • Lowe Wealth Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $6.62M in Q4 2014.
  • 116 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.