Robinson Smith Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Robinson Smith Wealth Advisors’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	$959K	Sell	7,316 -307	-4%	-$38.2K	0.57%	32
2026 Q1	$882K	Hold	7,623	–	–	0.6%	31
2025 Q4	$876K	Hold	7,623	–	–	0.6%	33
2025 Q3	$871K	Hold	7,623	–	–	0.63%	31
2025 Q2	$862K	Hold	7,623	–	–	0.69%	30
2025 Q1	$837K	Hold	7,623	–	–	0.7%	32
2024 Q4	$812K	Hold	7,623	–	–	0.69%	31
2024 Q3	$848K	Sell	7,623 -240	-3%	-$25.4K	0.72%	33
2024 Q2	$785K	Sell	7,863 -57	-0.7%	-$5.7K	0.69%	38
2024 Q1	$806K	Sell	7,920 -50	-0.6%	-$4.86K	0.77%	34
2023 Q4	$764K	Buy	+7,970	New	+$717K	0.75%	33

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

Robinson Smith Wealth Advisors's AIVL Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 4% in Q2 2026, selling an estimated $38.2K and leaving 7,316 shares worth $959K. The position accounts for 0.57% of the portfolio, ranked #32.

Robinson Smith Wealth Advisors first reported a position in AIVL in Q4 2023 and has held it in 11 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Robinson Smith Wealth Advisors held 7,316 shares of WisdomTree US AI Enhanced Value Fund worth $959K as of Q2 2026.
Robinson Smith Wealth Advisors sold 307 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $38.2K.
WisdomTree US AI Enhanced Value Fund made up 0.57% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Robinson Smith Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2023 and has held it in 11 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.