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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
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 $1.66T 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 $38.8B AUM 21.88% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 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

NewEdge Advisors's AIVI Position: Q1 2026 in Review

NewEdge Advisors held its WisdomTree International AI Enhanced Value Fund (AIVI) position steady in Q1 2026 at 574 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3068.

NewEdge Advisors first reported a position in AIVI in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2026.

  • NewEdge Advisors held 574 shares of WisdomTree International AI Enhanced Value Fund worth $31.1K as of Q1 2026.
  • NewEdge Advisors left its WisdomTree International AI Enhanced Value Fund share count unchanged in Q1 2026.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3068 holding.
  • NewEdge Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.