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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mezzasalma Advisors's AIVI Position: Q1 2026 in Review

Mezzasalma Advisors increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 0.09% in Q1 2026, buying an estimated $219 and bringing the position to 4,467 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #142.

Mezzasalma Advisors first reported a position in AIVI in Q2 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2026.

  • Mezzasalma Advisors held 4,467 shares of WisdomTree International AI Enhanced Value Fund worth $242K as of Q1 2026.
  • Mezzasalma Advisors bought 4 WisdomTree International AI Enhanced Value Fund shares in Q1 2026, an estimated $219.
  • WisdomTree International AI Enhanced Value Fund made up 0.06% of Mezzasalma Advisors's portfolio in Q1 2026, its #142 holding.
  • Mezzasalma Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.