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

OneDigital Investment 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 Q1	$463K	Hold	4,000	–	–	﹤0.01%	980
2025 Q4	$460K	Hold	4,000	–	–	﹤0.01%	990
2025 Q3	$457K	Hold	4,000	–	–	﹤0.01%	973
2025 Q2	$452K	Hold	4,000	–	–	0.01%	943
2025 Q1	$439K	Hold	4,000	–	–	0.01%	908
2024 Q4	$426K	Hold	4,000	–	–	﹤0.01%	952
2024 Q3	$445K	Hold	4,000	–	–	0.01%	980
2024 Q2	$399K	Hold	4,000	–	–	0.01%	990
2024 Q1	$407K	Hold	4,000	–	–	0.01%	812
2023 Q4	$384K	Hold	4,000	–	–	0.01%	819
2023 Q3	$356K	Hold	4,000	–	–	0.01%	748
2023 Q2	$374K	Hold	4,000	–	–	0.01%	737
2023 Q1	$367K	Hold	4,000	–	–	0.01%	706
2022 Q4	$367K	Hold	4,000	–	–	0.01%	599
2022 Q3	$327K	Hold	4,000	–	–	0.01%	572
2022 Q2	$355K	Hold	4,000	–	–	0.02%	516
2022 Q1	$396K	Hold	4,000	–	–	0.02%	511
2021 Q4	$405K	Hold	4,000	–	–	0.01%	512
2021 Q3	$376K	Sell	4,000 -114	-3%	-$11.1K	0.01%	505
2021 Q2	$400K	Buy	4,114 +114	+3%	+$11.2K	0.02%	475
2021 Q1	$377K	Hold	4,000	–	–	0.02%	450
2020 Q4	$335K	Hold	4,000	–	–	0.02%	460
2020 Q3	$302K	Hold	4,000	–	–	0.02%	427
2020 Q2	$295K	Hold	4,000	–	–	0.02%	445
2020 Q1	$258K	Hold	4,000	–	–	0.02%	408
2019 Q4	$370K	Hold	4,000	–	–	0.03%	365
2019 Q3	$350K	Sell	4,000 -4,000	-50%	-$343K	0.03%	349
2019 Q2	$686K	Buy	8,000 +4,000	+100%	+$340K	0.05%	209
2019 Q1	$342K	Hold	4,000	–	–	0.05%	211
2018 Q4	$308K	Buy	+4,000	New	+$338K	0.05%	210

Other funds holding AIVL

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

NFW

Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

OneDigital Investment Advisors's AIVL Position: Q1 2026 in Review

OneDigital Investment Advisors held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q1 2026 at 4,000 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

OneDigital Investment Advisors first reported a position in AIVL in Q4 2018 and has held it in 30 quarters since. The position peaked at $686K in Q2 2019. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

OneDigital Investment Advisors held 4,000 shares of WisdomTree US AI Enhanced Value Fund worth $463K as of Q1 2026.
OneDigital Investment Advisors left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q1 2026.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #980 holding.
OneDigital Investment Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2018 and has held it in 30 quarters since.
OneDigital Investment Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $686K in Q2 2019.
121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.