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Silver Grove Financial Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Silver Grove Financial Group’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 		$52.2K Hold
398
– – 0.03% 384
2026
Q1 		$46.1K Buy
+398
New +$47.4K 0.04% 192

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Royal Bank of Canada
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SL
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FGWP
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WCM
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WIM
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Silver Grove Financial Group's AIVL Position: Q2 2026 in Review

Silver Grove Financial Group held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 398 shares worth $52.2K. The position accounts for 0.03% of the portfolio, ranked #384.

Silver Grove Financial Group first reported a position in AIVL in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Silver Grove Financial Group held 398 shares of WisdomTree US AI Enhanced Value Fund worth $52.2K as of Q2 2026.
  • Silver Grove Financial Group left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
  • WisdomTree US AI Enhanced Value Fund made up 0.03% of Silver Grove Financial Group's portfolio in Q2 2026, its #384 holding.
  • Silver Grove Financial Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2026 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.