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Spire Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Spire Wealth Management’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 		$377K Buy
2,874
+227
+9% +$28.2K 0.01% 616
2026
Q1 		$306K Hold
2,647
– – 0.01% 673
2025
Q4 		$304K Sell
2,647
-1,534
-37% -$175K 0.01% 675
2025
Q3 		$478K Buy
4,181
+1
+0% +$114 0.02% 540
2025
Q2 		$473K Hold
4,180
– – 0.02% 523
2025
Q1 		$459K Buy
4,180
+1
+0% +$110 0.01% 585
2024
Q4 		$445K Sell
4,179
-802
-16% -$88.8K 0.01% 581
2024
Q3 		$554K Buy
4,981
+2,338
+88% +$247K 0.02% 498
2024
Q2 		$264K Sell
2,643
-1,534
-37% -$153K 0.01% 648
2024
Q1 		$425K Buy
4,177
+1
+0% +$97 0.01% 563
2023
Q4 		$394K Hold
4,176
– – 0.01% 574
2023
Q3 		$371K Buy
4,176
+1
+0% +$94 0.01% 548
2023
Q2 		$390K Sell
4,175
-738
-15% -$67.2K 0.01% 551
2023
Q1 		$450K Buy
4,913
+2,042
+71% +$190K 0.02% 516
2022
Q4 		$264K Buy
2,871
+1
+0% +$90 0.01% 488
2022
Q3 		$234K Sell
2,870
-3,118
-52% -$285K 0.01% 490
2022
Q2 		$531K Sell
5,988
-1,754
-23% -$166K 0.02% 449
2022
Q1 		$767K Buy
7,742
+1
+0% +$99 0.02% 454
2021
Q4 		$783K Buy
7,741
+3
+0% +$293 0.02% 552
2021
Q3 		$727K Buy
7,738
+1
+0% +$97 0.02% 486
2021
Q2 		$752K Sell
7,737
-88
-1% -$8.61K 0.02% 495
2021
Q1 		$738K Buy
+7,825
New +$694K 0.02% 542

Other funds holding AIVL

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return