WealthShield Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

WealthShield Partners’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	–	Sell	-58	Closed	-$6.75K	–	383
2026 Q1	$6.75K	Hold	58	–	–	﹤0.01%	546
2025 Q4	$6.71K	Hold	58	–	–	﹤0.01%	520
2025 Q3	$6.67K	Hold	58	–	–	﹤0.01%	515
2025 Q2	$6.59K	Hold	58	–	–	﹤0.01%	503
2025 Q1	$6.4K	Hold	58	–	–	﹤0.01%	489
2024 Q4	$6.21K	Hold	58	–	–	﹤0.01%	456
2024 Q3	$6.49K	Hold	58	–	–	﹤0.01%	455
2024 Q2	$5.82K	Hold	58	–	–	﹤0.01%	436
2024 Q1	$5.94K	Hold	58	–	–	﹤0.01%	441
2023 Q4	$5.59K	Hold	58	–	–	﹤0.01%	447
2023 Q3	$5.19K	Hold	58	–	–	﹤0.01%	456
2023 Q2	$5.46K	Hold	58	–	–	﹤0.01%	460
2023 Q1	$5.35K	Buy	+58	New	+$5.4K	﹤0.01%	459
2021 Q3	–	Sell	-175	Closed	-$17K	–	248
2021 Q2	$17K	Hold	175	–	–	﹤0.01%	672
2021 Q1	$17K	Buy	+175	New	+$15.5K	﹤0.01%	691
2020 Q1	–	Sell	-175	Closed	-$16K	–	267
2019 Q4	$16K	Hold	175	–	–	0.01%	238
2019 Q3	$15K	Buy	+175	New	+$15K	0.01%	229
2019 Q2	–	Sell	-175	Closed	-$15K	–	226
2019 Q1	$15K	Hold	175	–	–	0.01%	225
2018 Q4	$13K	Hold	175	–	–	0.01%	199
2018 Q3	$16K	Hold	175	–	–	0.01%	196
2018 Q2	$15K	Buy	+175	New	+$15.1K	0.01%	193

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

WealthShield Partners's AIVL Position: Q2 2026 in Review

WealthShield Partners sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026, closing a stake of 58 shares — an estimated $6.75K sold.

WealthShield Partners first reported a position in AIVL in Q2 2018 and held it in 21 quarters. The position peaked at $17K in Q2 2021. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

WealthShield Partners reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 58 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $6.75K.
WealthShield Partners first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2018 and held it in 21 quarters.
WealthShield Partners's WisdomTree US AI Enhanced Value Fund position peaked at $17K in Q2 2021.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.