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

Tradition 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	Hold	2,875	–	–	0.02%	365
2026 Q1	$333K	Hold	2,875	–	–	0.02%	366
2025 Q4	$331K	Hold	2,875	–	–	0.02%	358
2025 Q3	$329K	Hold	2,875	–	–	0.02%	351
2025 Q2	$325K	Sell	2,875 -321	-10%	-$34.7K	0.03%	333
2025 Q1	$351K	Sell	3,196 -321	-9%	-$35.3K	0.03%	311
2024 Q4	$375K	Hold	3,517	–	–	0.03%	292
2024 Q3	$391K	Hold	3,517	–	–	0.03%	279
2024 Q2	$351K	Hold	3,517	–	–	0.03%	285
2024 Q1	$358K	Hold	3,517	–	–	0.04%	274
2023 Q4	$337K	Hold	3,517	–	–	0.04%	257
2023 Q3	$313K	Hold	3,517	–	–	0.04%	246
2023 Q2	$329K	Hold	3,517	–	–	0.04%	236
2023 Q1	$322K	Hold	3,517	–	–	0.04%	230
2022 Q4	$323K	Hold	3,517	–	–	0.05%	213
2022 Q3	$287K	Hold	3,517	–	–	0.04%	212
2022 Q2	$312K	Sell	3,517 -26	-0.7%	-$2.46K	0.05%	209
2022 Q1	$351K	Hold	3,543	–	–	0.04%	229
2021 Q4	$358K	Hold	3,543	–	–	0.05%	220
2021 Q3	$333K	Hold	3,543	–	–	0.05%	211
2021 Q2	$345K	Hold	3,543	–	–	0.05%	218
2021 Q1	$334K	Hold	3,543	–	–	0.06%	199
2020 Q4	$297K	Buy	+3,543	New	+$285K	0.06%	198

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

Tradition Wealth Management's AIVL Position: Q2 2026 in Review

Tradition Wealth Management held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 2,875 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #365.

Tradition Wealth Management first reported a position in AIVL in Q4 2020 and has held it in 23 quarters since. The position peaked at $391K in Q3 2024. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Tradition Wealth Management held 2,875 shares of WisdomTree US AI Enhanced Value Fund worth $377K as of Q2 2026.
Tradition Wealth Management left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #365 holding.
Tradition Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $391K in Q3 2024.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.