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 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

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return