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Mezzasalma Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Mezzasalma Advisors’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 		$256K Buy
4,548
+81
+2% +$4.6K 0.05% 156
2026
Q1 		$242K Buy
4,467
+4
+0.1% +$219 0.06% 142
2025
Q4 		$233K Buy
4,463
+47
+1% +$2.38K 0.06% 144
2025
Q3 		$219K Buy
4,416
+18
+0.4% +$889 0.06% 148
2025
Q2 		$212K Buy
+4,398
New +$204K 0.06% 138

Other funds holding AIVI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Mezzasalma Advisors's AIVI Position: Q2 2026 in Review

Mezzasalma Advisors increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 1.8% in Q2 2026, buying an estimated $4.6K and bringing the position to 4,548 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #156.

Mezzasalma Advisors first reported a position in AIVI in Q2 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • Mezzasalma Advisors held 4,548 shares of WisdomTree International AI Enhanced Value Fund worth $256K as of Q2 2026.
  • Mezzasalma Advisors bought 81 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $4.6K.
  • WisdomTree International AI Enhanced Value Fund made up 0.05% of Mezzasalma Advisors's portfolio in Q2 2026, its #156 holding.
  • Mezzasalma Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.