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 Q3	$263K	Hold	2,057	–	–	0.01%	623
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

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors's AIVL Position: Q3 2026 in Review

Sax Wealth Advisors held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q3 2026 at 2,057 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #623.

Sax Wealth Advisors first reported a position in AIVL in Q4 2021 and has held it in 13 quarters since. 11 funds tracked by Wall St. Rank hold AIVL as of Q3 2026.

Sax Wealth Advisors held 2,057 shares of WisdomTree US AI Enhanced Value Fund worth $263K as of Q3 2026.
Sax Wealth Advisors left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q3 2026.
WisdomTree US AI Enhanced Value Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #623 holding.
Sax Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2021 and has held it in 13 quarters since.
11 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.