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

Sax 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	$238K	Hold	2,057	–	–	0.01%	495
2026 Q1	$237K	Hold	2,057	–	–	0.01%	437
2025 Q4	$237K	Hold	2,057	–	–	0.01%	444
2025 Q3	$235K	Hold	2,057	–	–	0.01%	399
2025 Q2	$233K	Hold	2,057	–	–	0.01%	386
2025 Q1	$226K	Hold	2,057	–	–	0.02%	337
2024 Q4	$219K	Hold	2,057	–	–	0.02%	307
2024 Q3	$229K	Hold	2,057	–	–	0.02%	259
2024 Q2	$205K	Hold	2,057	–	–	0.02%	260
2024 Q1	$209K	Buy	+2,057	New	+$200K	0.02%	180
2022 Q2	–	Sell	-2,057	Closed	-$204K	–	167
2022 Q1	$204K	Buy	2,057 +5	+0.2%	+$493	0.05%	168
2021 Q4	$208K	Buy	+2,052	New	+$200K	0.04%	173

Other funds holding AIVL

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return