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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
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

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

NewEdge Advisors's AIVI Position: Q2 2026 in Review

NewEdge Advisors increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 462% in Q2 2026, buying an estimated $151K and bringing the position to 3,228 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

NewEdge Advisors first reported a position in AIVI in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • NewEdge Advisors held 3,228 shares of WisdomTree International AI Enhanced Value Fund worth $182K as of Q2 2026.
  • NewEdge Advisors bought 2,654 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $151K.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2801 holding.
  • NewEdge Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 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 Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.