Perigon Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Perigon Wealth Management’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 Q3	$703K	Sell	5,493 -47	-0.8%	-$6.22K	0.01%	733
2026 Q2	$727K	Buy	5,540 +2	+0%	+$249	0.01%	710
2026 Q1	$641K	Buy	5,538 +2	+0%	+$238	0.01%	679
2025 Q4	$636K	Buy	5,536 +3	+0.1%	+$342	0.01%	688
2025 Q3	$632K	Sell	5,533 -347	-6%	-$39.4K	0.01%	656
2025 Q2	$665K	Sell	5,880 -63	-1%	-$6.8K	0.02%	594
2025 Q1	$653K	Hold	5,943	–	–	0.02%	564
2024 Q4	$648K	Buy	5,943 +1,786	+43%	+$198K	0.02%	570
2024 Q3	$463K	Buy	+4,157	New	+$440K	0.01%	643

Other funds holding AIVL

Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Perigon Wealth Management's AIVL Position: Q3 2026 in Review

Perigon Wealth Management reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.85% in Q3 2026, selling an estimated $6.22K and leaving 5,493 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #733.

Perigon Wealth Management first reported a position in AIVL in Q3 2024 and has held it in 9 quarters since. The position peaked at $727K in Q2 2026. 110 funds tracked by Wall St. Rank hold AIVL as of Q3 2026.

Perigon Wealth Management held 5,493 shares of WisdomTree US AI Enhanced Value Fund worth $703K as of Q3 2026.
Perigon Wealth Management sold 47 WisdomTree US AI Enhanced Value Fund shares in Q3 2026, an estimated $6.22K.
WisdomTree US AI Enhanced Value Fund made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #733 holding.
Perigon Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2024 and has held it in 9 quarters since.
Perigon Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $727K in Q2 2026.
110 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.