POM Investment Strategies’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

POM Investment Strategies’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	–	Sell	-340	Closed	-$39.1K	–	438
2025 Q4	$39.1K	Hold	340	–	–	0.02%	76
2025 Q3	$38.9K	Hold	340	–	–	0.02%	65
2025 Q2	$38.4K	Hold	340	–	–	0.03%	47
2025 Q1	$37.3K	Hold	340	–	–	0.04%	60
2024 Q4	$36.2K	Hold	340	–	–	0.03%	95
2024 Q3	$37.8K	Hold	340	–	–	0.03%	82
2024 Q2	$33.9K	Hold	340	–	–	0.03%	94
2024 Q1	$34.6K	Hold	340	–	–	0.03%	78
2023 Q4	$32.6K	Buy	+340	New	+$30.6K	0.03%	74

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

POM Investment Strategies's AIVL Position: Q1 2026 in Review

POM Investment Strategies sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2026, closing a stake of 340 shares — an estimated $39.1K sold.

POM Investment Strategies first reported a position in AIVL in Q4 2023 and held it in 9 quarters. The position peaked at $39.1K in Q4 2025. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

POM Investment Strategies reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2026 after selling out during the quarter.
POM Investment Strategies sold 340 WisdomTree US AI Enhanced Value Fund shares in Q1 2026, an estimated $39.1K.
POM Investment Strategies first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2023 and held it in 9 quarters.
POM Investment Strategies's WisdomTree US AI Enhanced Value Fund position peaked at $39.1K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.