Trust Company of Vermont’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Trust Company of Vermont’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	$264K	Hold	2,300	–	–	0.01%	315
2025 Q3	$263K	Sell	2,300 -420	-15%	-$47.7K	0.01%	317
2025 Q2	$308K	Hold	2,720	–	–	0.01%	292
2025 Q1	$299K	Hold	2,720	–	–	0.01%	292
2024 Q4	$290K	Hold	2,720	–	–	0.01%	299
2024 Q3	$303K	Hold	2,720	–	–	0.02%	287
2024 Q2	$271K	Hold	2,720	–	–	0.01%	283
2024 Q1	$277K	Hold	2,720	–	–	0.02%	279
2023 Q4	$261K	Hold	2,720	–	–	0.02%	257
2023 Q3	$242K	Hold	2,720	–	–	0.02%	276
2023 Q2	$254K	Hold	2,720	–	–	0.02%	285
2023 Q1	$249K	Hold	2,720	–	–	0.02%	290
2022 Q4	$250K	Hold	2,720	–	–	0.02%	276
2022 Q3	$222K	Sell	2,720 -65	-2%	-$5.94K	0.02%	284
2022 Q2	$247K	Hold	2,785	–	–	0.02%	275
2022 Q1	$276K	Hold	2,785	–	–	0.02%	274
2021 Q4	$282K	Hold	2,785	–	–	0.02%	286
2021 Q3	$262K	Hold	2,785	–	–	0.02%	275
2021 Q2	$271K	Buy	+2,785	New	+$273K	0.02%	279
2020 Q2	–	Sell	-2,785	Closed	-$180K	–	759
2020 Q1	$180K	Hold	2,785	–	–	0.02%	295
2019 Q4	$258K	Hold	2,785	–	–	0.02%	286
2019 Q3	$244K	Hold	2,785	–	–	0.02%	290
2019 Q2	$239K	Hold	2,785	–	–	0.02%	293
2019 Q1	$238K	Hold	2,785	–	–	0.02%	290
2018 Q4	$214K	Hold	2,785	–	–	0.02%	288
2018 Q3	$252K	Hold	2,785	–	–	0.02%	288
2018 Q2	$242K	Hold	2,785	–	–	0.02%	298
2018 Q1	$235K	Hold	2,785	–	–	0.02%	291
2017 Q4	$246K	Hold	2,785	–	–	0.02%	298
2017 Q3	$235K	Hold	2,785	–	–	0.02%	302
2017 Q2	$229K	Hold	2,785	–	–	0.02%	303
2017 Q1	$230K	Hold	2,785	–	–	0.02%	301
2016 Q4	$224K	Hold	2,785	–	–	0.03%	307
2016 Q3	$219K	Hold	2,785	–	–	0.03%	266
2016 Q2	$215K	Hold	2,785	–	–	0.03%	249
2016 Q1	$210K	Hold	2,785	–	–	0.03%	244
2015 Q4	$196K	Sell	2,785 -165	-6%	-$11.8K	0.03%	246
2015 Q3	$198K	Hold	2,950	–	–	0.03%	232
2015 Q2	$217K	Hold	2,950	–	–	0.03%	232
2015 Q1	$224K	Hold	2,950	–	–	0.03%	224
2014 Q4	$226K	Hold	2,950	–	–	0.03%	222
2014 Q3	$217K	Hold	2,950	–	–	0.03%	214
2014 Q2	$218K	Hold	2,950	–	–	0.03%	212
2014 Q1	$207K	Sell	2,950 -2,900	-50%	-$197K	0.03%	216
2013 Q4	$402K	Buy	+5,850	New	+$389K	0.07%	181

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

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

Trust Company of Vermont's AIVL Position: Q4 2025 in Review

Trust Company of Vermont held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q4 2025 at 2,300 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #315.

Trust Company of Vermont first reported a position in AIVL in Q4 2013 and has held it in 45 quarters since. The position peaked at $402K in Q4 2013. 117 funds tracked by Wall St. Rank hold AIVL as of Q4 2025.

Trust Company of Vermont held 2,300 shares of WisdomTree US AI Enhanced Value Fund worth $264K as of Q4 2025.
Trust Company of Vermont left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q4 2025.
WisdomTree US AI Enhanced Value Fund made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #315 holding.
Trust Company of Vermont first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2013 and has held it in 45 quarters since.
Trust Company of Vermont's WisdomTree US AI Enhanced Value Fund position peaked at $402K in Q4 2013.
117 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.