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 Q2	–	Sell	-5,639	Closed	-$305K	–	2524
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 $1.89T AUM 35.08% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Private Advisor Group's AIVI Position: Q2 2026 in Review

Private Advisor Group sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2026, closing a stake of 5,639 shares — an estimated $305K sold.

Private Advisor Group first reported a position in AIVI in Q2 2014 and held it in 4 quarters. The position peaked at $305K in Q1 2026. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

Private Advisor Group reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2026 after selling out during the quarter.
Private Advisor Group sold 5,639 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $305K.
Private Advisor Group first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2014 and held it in 4 quarters.
Private Advisor Group's WisdomTree International AI Enhanced Value Fund position peaked at $305K in Q1 2026.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.