SageView Advisory Group’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

SageView Advisory 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
2025 Q4	$3.64K	Buy	+70	New	+$3.54K	﹤0.01%	2051

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $44.6B AUM 28.94% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

SageView Advisory Group's AIVI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2025: 70 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings.

33 funds tracked by Wall St. Rank hold AIVI as of Q4 2025.

SageView Advisory Group held 70 shares of WisdomTree International AI Enhanced Value Fund worth $3.64K as of Q4 2025.
WisdomTree International AI Enhanced Value Fund was a new SageView Advisory Group position in Q4 2025.
WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2051 holding.
33 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.