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Truvestments Capital’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Truvestments Capital’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$829K Sell
14,717
-264
-2% -$15K 0.12% 166
2026
Q1 		$811K Buy
14,981
+370
+3% +$20.2K 0.15% 156
2025
Q4 		$760K Buy
14,611
+270
+2% +$13.6K 0.14% 145
2025
Q3 		$712K Buy
14,341
+5
+0% +$247 0.13% 144
2025
Q2 		$690K Buy
14,336
+146
+1% +$6.76K 0.14% 138
2025
Q1 		$622K Buy
+14,190
New +$596K 0.14% 137
2024
Q2 		– Sell
-4,359
Closed -$179K – 235
2024
Q1 		$179K Buy
4,359
+21
+0.5% +$845 0.07% 239
2023
Q4 		$176K Buy
4,338
+38
+0.9% +$1.45K 0.08% 221
2023
Q3 		$162K Buy
4,300
+40
+0.9% +$1.56K 0.08% 202
2023
Q2 		$166K Sell
4,260
-394
-8% -$15.6K 0.08% 208
2023
Q1 		$181K Buy
4,654
+41
+0.9% +$1.58K 0.1% 180
2022
Q4 		$167K Sell
4,613
-2,769
-38% -$94.6K 0.09% 176
2022
Q3 		$225K Buy
7,382
+52
+0.7% +$1.81K 0.14% 131
2022
Q2 		$261K Buy
7,330
+1,984
+37% +$76.4K 0.15% 133
2022
Q1 		$214K Buy
5,346
+977
+22% +$40.4K 0.12% 167
2021
Q4 		$183K Sell
4,369
-197
-4% -$8.14K 0.09% 166
2021
Q3 		$186K Buy
+4,566
New +$197K 0.1% 160
2018
Q3 		$10K Buy
+226
New +$9.55K ﹤0.01% 626

Other funds holding AIVI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Truvestments Capital's AIVI Position: Q2 2026 in Review

Truvestments Capital reduced its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 1.8% in Q2 2026, selling an estimated $15K and leaving 14,717 shares worth $829K. The position accounts for 0.12% of the portfolio, ranked #166.

Truvestments Capital first reported a position in AIVI in Q3 2018 and has held it in 18 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • Truvestments Capital held 14,717 shares of WisdomTree International AI Enhanced Value Fund worth $829K as of Q2 2026.
  • Truvestments Capital sold 264 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $15K.
  • WisdomTree International AI Enhanced Value Fund made up 0.12% of Truvestments Capital's portfolio in Q2 2026, its #166 holding.
  • Truvestments Capital first reported a position in WisdomTree International AI Enhanced Value Fund in Q3 2018 and has held it in 18 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.