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AIVL icon

SignatureFD’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

SignatureFD’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
2025
Q4 		– Sell
-494
Closed -$56.4K – 3411
2025
Q3 		$56.4K Hold
494
– – ﹤0.01% 1566
2025
Q2 		$55.8K Hold
494
– – ﹤0.01% 1523
2025
Q1 		$54.2K Hold
494
– – ﹤0.01% 1522
2024
Q4 		$52.6K Hold
494
– – ﹤0.01% 1562
2024
Q3 		$55K Hold
494
– – ﹤0.01% 1525
2024
Q2 		$49.3K Hold
494
– – ﹤0.01% 1519
2024
Q1 		$50.3K Hold
494
– – ﹤0.01% 1554
2023
Q4 		$47.4K Hold
494
– – ﹤0.01% 1498
2023
Q3 		$43.9K Hold
494
– – ﹤0.01% 1457
2023
Q2 		$46.2K Hold
494
– – ﹤0.01% 1479
2023
Q1 		$45.3K Hold
494
– – ﹤0.01% 1442
2022
Q4 		$45.3K Hold
494
– – ﹤0.01% 1421
2022
Q3 		$40K Hold
494
– – ﹤0.01% 1380
2022
Q2 		$44K Hold
494
– – ﹤0.01% 1355
2022
Q1 		$49K Buy
+494
New +$48.7K ﹤0.01% 1383
2021
Q4 		– Sell
-859
Closed -$81K – 3089
2021
Q3 		$81K Buy
859
+7
+0.8% +$680 ﹤0.01% 1071
2021
Q2 		$83K Buy
852
+6
+0.7% +$587 ﹤0.01% 1029
2021
Q1 		$80K Buy
846
+3
+0.4% +$266 ﹤0.01% 970
2020
Q4 		$71K Buy
843
+10
+1% +$804 ﹤0.01% 926
2020
Q3 		$63K Buy
833
+8
+1% +$610 ﹤0.01% 874
2020
Q2 		$61K Buy
825
+8
+1% +$573 ﹤0.01% 876
2020
Q1 		$53K Sell
817
-873
-52% -$72.4K ﹤0.01% 864
2019
Q4 		$156K Buy
1,690
+888
+111% +$79.2K 0.01% 555
2019
Q3 		$70K Buy
802
+7
+0.9% +$600 0.01% 797
2019
Q2 		$68K Buy
795
+8
+1% +$680 0.01% 778
2019
Q1 		$67K Buy
787
+4
+0.5% +$333 0.01% 775
2018
Q4 		$60K Buy
783
+10
+1% +$845 0.01% 765
2018
Q3 		$70K Sell
773
-38
-5% -$3.42K 0.01% 763
2018
Q2 		$71K Buy
+811
New +$69.9K 0.01% 735

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SignatureFD's AIVL Position: Q4 2025 in Review

SignatureFD sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2025, closing a stake of 494 shares — an estimated $56.4K sold.

SignatureFD first reported a position in AIVL in Q2 2018 and held it in 29 quarters. The position peaked at $156K in Q4 2019. 118 funds tracked by Wall St. Rank hold AIVL as of Q4 2025.

  • SignatureFD reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2025 after selling out during the quarter.
  • SignatureFD sold 494 WisdomTree US AI Enhanced Value Fund shares in Q4 2025, an estimated $56.4K.
  • SignatureFD first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2018 and held it in 29 quarters.
  • SignatureFD's WisdomTree US AI Enhanced Value Fund position peaked at $156K in Q4 2019.
  • 118 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2025.

Based on SignatureFD's 13F filing for Q4 2025, filed 20 Jan 2026.