PPS&V Asset Management Consultants’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

PPS&V Asset Management Consultants’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 Q2	–	Sell	-4,085	Closed	-$473K	–	40
2026 Q1	$473K	Hold	4,085	–	–	0.29%	26
2025 Q4	$470K	Hold	4,085	–	–	0.27%	25
2025 Q3	$467K	Hold	4,085	–	–	0.27%	25
2025 Q2	$462K	Hold	4,085	–	–	0.29%	24
2025 Q1	$449K	Hold	4,085	–	–	0.33%	24
2024 Q4	$435K	Hold	4,085	–	–	0.29%	25
2024 Q3	$455K	Hold	4,085	–	–	0.31%	25
2024 Q2	$408K	Hold	4,085	–	–	0.29%	25
2024 Q1	$416K	Sell	4,085 -816	-17%	-$79.3K	0.31%	26
2023 Q4	$470K	Hold	4,901	–	–	0.36%	26
2023 Q3	$436K	Hold	4,901	–	–	0.38%	27
2023 Q2	$458K	Hold	4,901	–	–	0.37%	27
2023 Q1	$449K	Hold	4,901	–	–	0.39%	24
2022 Q4	$450K	Buy	+4,901	New	+$442K	0.43%	22

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 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

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

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

PPS&V Asset Management Consultants's AIVL Position: Q2 2026 in Review

PPS&V Asset Management Consultants sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026, closing a stake of 4,085 shares — an estimated $473K sold.

PPS&V Asset Management Consultants first reported a position in AIVL in Q4 2022 and held it in 14 quarters. The position peaked at $473K in Q1 2026. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

PPS&V Asset Management Consultants reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2026 after selling out during the quarter.
PPS&V Asset Management Consultants sold 4,085 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $473K.
PPS&V Asset Management Consultants first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2022 and held it in 14 quarters.
PPS&V Asset Management Consultants's WisdomTree US AI Enhanced Value Fund position peaked at $473K in Q1 2026.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.