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

NewEdge 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
Q3 		$193K Buy
3,344
+116
+4% +$6.84K ﹤0.01% 2823
2026
Q2 		$182K Buy
3,228
+2,654
+462% +$151K ﹤0.01% 2801
2026
Q1 		$31.1K Hold
574
– – ﹤0.01% 3068
2025
Q4 		$29.8K Buy
574
+10
+2% +$505 ﹤0.01% 3127
2025
Q3 		$28K Buy
+564
New +$27.8K ﹤0.01% 3010

Other funds holding AIVI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

NewEdge Advisors's AIVI Position: Q3 2026 in Review

NewEdge Advisors increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 3.6% in Q3 2026, buying an estimated $6.84K and bringing the position to 3,344 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

NewEdge Advisors first reported a position in AIVI in Q3 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold AIVI as of Q3 2026.

  • NewEdge Advisors held 3,344 shares of WisdomTree International AI Enhanced Value Fund worth $193K as of Q3 2026.
  • NewEdge Advisors bought 116 WisdomTree International AI Enhanced Value Fund shares in Q3 2026, an estimated $6.84K.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2823 holding.
  • NewEdge Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2025 and has held it in 5 quarters since.
  • 29 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.