Private Advisor Group’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Private Advisor Group’s Portfolio AIVI Stock Details AIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$305K	Buy	+5,639	New	+$308K	﹤0.01%	2175
2020 Q3	–	Sell	-550	Closed	-$20K	–	1607
2020 Q2	$20K	Buy	+550	New	+$18.7K	﹤0.01%	2572
2014 Q4	–	Sell	-2,975	Closed	-$139K	–	1006
2014 Q3	$139K	Sell	2,975 -1,156	-28%	-$57.2K	0.01%	912
2014 Q2	$209K	Buy	+4,131	New	+$208K	0.02%	786

Other funds holding AIVI

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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Private Advisor Group's AIVI Position: Q1 2026 in Review

Private Advisor Group opened a new position in WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2026: 5,639 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #2175 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in AIVI as recently as Q2 2020.

Private Advisor Group first reported a position in AIVI in Q2 2014 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2026.

Private Advisor Group held 5,639 shares of WisdomTree International AI Enhanced Value Fund worth $305K as of Q1 2026.
WisdomTree International AI Enhanced Value Fund was a new Private Advisor Group position in Q1 2026.
WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2175 holding.
Private Advisor Group first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2014 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.