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

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

Sax Wealth Advisors's AIVL Position: Q2 2026 in Review

Sax Wealth Advisors held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 2,057 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #495.

Sax Wealth Advisors first reported a position in AIVL in Q4 2021 and has held it in 12 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Sax Wealth Advisors held 2,057 shares of WisdomTree US AI Enhanced Value Fund worth $238K as of Q2 2026.
Sax Wealth Advisors left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #495 holding.
Sax Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2021 and has held it in 12 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.