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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return