MA
AIVL icon

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

Mezzasalma 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
2026
Q2 		$311K Buy
2,374
+9
+0.4% +$1.12K 0.06% 144
2026
Q1 		$274K Buy
2,365
+7
+0.3% +$834 0.07% 131
2025
Q4 		$272K Buy
2,358
+10
+0.4% +$1.14K 0.07% 134
2025
Q3 		$268K Buy
2,348
+9
+0.4% +$1.02K 0.07% 136
2025
Q2 		$264K Buy
2,339
+9
+0.4% +$972 0.08% 125
2025
Q1 		$256K Buy
2,330
+7
+0.3% +$769 0.09% 128
2024
Q4 		$247K Buy
+2,323
New +$257K 0.08% 128

Other funds holding AIVL

NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Mezzasalma Advisors's AIVL Position: Q2 2026 in Review

Mezzasalma Advisors increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.38% in Q2 2026, buying an estimated $1.12K and bringing the position to 2,374 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #144.

Mezzasalma Advisors first reported a position in AIVL in Q4 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Mezzasalma Advisors held 2,374 shares of WisdomTree US AI Enhanced Value Fund worth $311K as of Q2 2026.
  • Mezzasalma Advisors bought 9 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $1.12K.
  • WisdomTree US AI Enhanced Value Fund made up 0.06% of Mezzasalma Advisors's portfolio in Q2 2026, its #144 holding.
  • Mezzasalma Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2024 and has held it in 7 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

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