Simplex Trading
AIVL icon

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

Simplex Trading’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
Q1 		$11.8K Buy
+102
New +$12.2K ﹤0.01% 7212
2022
Q4 		– Sell
-37
Closed -$3K – 9124
2022
Q3 		$3K Buy
+37
New +$3.38K ﹤0.01% 9036
2022
Q2 		– Sell
-100
Closed -$9K – 9871
2022
Q1 		$9K Buy
+100
New +$9.85K ﹤0.01% 8936
2020
Q3 		– Sell
-95
Closed -$7K – 7728
2020
Q2 		$7K Buy
+95
New +$6.8K ﹤0.01% 6801
2015
Q3 		– Sell
-85
Closed -$6K – 5443
2015
Q2 		$6K Buy
85
+38
+81% +$2.89K ﹤0.01% 3474
2015
Q1 		$3K Buy
+47
New +$3.58K ﹤0.01% 3793

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 $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return