# WISDOMTREE TR (AIVI)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AIVI/

- Reporting holders: 37
- Reported value: $15.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $2.9M | 50,789 | 0.0% | 35 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $2.6M | 46,897 | 0.0% | 31 |
| [BIP Wealth, LLC](https://holderbook.com/funds/1590214-bip-wealth-llc/) | $1.9M | 34,027 | 0.1% | 14 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $1.4M | 24,004 | 0.0% | 6 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $863.0K | 15,441 | 0.0% | 9 |
| [Truvestments Capital LLC](https://holderbook.com/funds/1750405-truvestments-capital-llc/) | $828.6K | 14,717 | 0.1% | 6 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $815.0K | 14,476 | 0.0% | 2 |
| [Savant Capital, LLC](https://holderbook.com/funds/1482880-savant-capital-llc/) | $549.9K | 9,960 | 0.0% | 3 |
| [XML Financial, LLC](https://holderbook.com/funds/1800465-xml-financial-llc/) | $503.2K | 8,938 | 0.0% | 27 |
| [EP Wealth Advisors, LLC](https://holderbook.com/funds/1540569-ep-wealth-advisors-llc/) | $335.5K | 5,960 | 0.0% | 8 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $293.4K | 5,211 | 0.0% | 11 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $270.9K | 4,812 | 0.0% | 7 |
| [Mezzasalma Advisors, LLC](https://holderbook.com/funds/1864916-mezzasalma-advisors-llc/) | $256.0K | 4,548 | 0.1% | 5 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $232.9K | 4,136 | 0.0% | 31 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $225.2K | 4,000 | 0.0% | 4 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $210.2K | 3,734 | 0.0% | 11 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $181.7K | 3,228 | 0.0% | 1 |
| [Institute for Wealth Management, LLC.](https://holderbook.com/funds/1533954-institute-for-wealth-management-llc/) | $150.8K | 2,679 | 0.0% | 1 |
| [GHP Investment Advisors, Inc.](https://holderbook.com/funds/1401561-ghp-investment-advisors-inc/) | $149.3K | 2,652 | 0.0% | 18 |
| [Larson Financial Group LLC](https://holderbook.com/funds/1731061-larson-financial-group-llc/) | $148.0K | 2,629 | 0.0% | 23 |
| [TD Waterhouse Canada Inc.](https://holderbook.com/funds/1999606-td-waterhouse-canada-inc/) | $145.1K | 2,600 | 0.0% | 19 |
| [Arax Advisory Partners](https://holderbook.com/funds/1586767-arax-advisory-partners/) | $98.7K | 1,753 | 0.0% | 1 |
| [IMA Advisory Services, Inc.](https://holderbook.com/funds/1455495-ima-advisory-services-inc/) | $77.5K | 1,377 | 0.0% | 1 |
| [BLAIR WILLIAM & CO/IL](https://holderbook.com/funds/902367-blair-william-co-il/) | $68.1K | 1,210 | 0.0% | 24 |
| [Spire Wealth Management](https://holderbook.com/funds/1858740-spire-wealth-management/) | $55.8K | 991 | 0.0% | 22 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 37 | $15.4M |
| Q1 2026 | 35 | $15.5M |
| Q4 2025 | 33 | $14.2M |
| Q3 2025 | 34 | $14.9M |
| Q2 2025 | 30 | $12.6M |
| Q1 2025 | 34 | $14.3M |
| Q4 2024 | 31 | $12.1M |
| Q3 2024 | 28 | $11.2M |
| Q2 2024 | 34 | $10.1M |
| Q1 2024 | 36 | $16.6M |
| Q4 2023 | 36 | $16.7M |
| Q3 2023 | 31 | $10.1M |