WISDOMTREE TR (AIVI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
37
Reporting holders
$15.4M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $2.9M | 50,789 | 0.00% | 35q | -11.5%-$371.4K |
| LPL Financial LLC | $2.6M | 46,897 | 0.00% | 31q | +4.8%+$121.1K |
| BIP Wealth, LLC | $1.9M | 34,027 | 0.05% | 14q | +8.8%+$154.3K |
| Cambridge Investment Research Advisors, Inc. | $1.4M | 24,004 | 0.00% | 6q | +108.8%+$704.6K |
| JONES FINANCIAL COMPANIES LLLP | $863.0K | 15,441 | 0.00% | 9q | HELD |
| Truvestments Capital LLC | $828.6K | 14,717 | 0.12% | 6q | -1.8%-$14.9K |
| CITADEL ADVISORS LLC | $815.0K | 14,476 | 0.00% | 2q | +85.6%+$375.9K |
| Savant Capital, LLC | $549.9K | 9,960 | 0.00% | 3q | +100.0%+$275.0K |
| XML Financial, LLC | $503.2K | 8,938 | 0.04% | 27q | -1.3%-$6.9K |
| EP Wealth Advisors, LLC | $335.5K | 5,960 | 0.00% | 8q | HELD |
| Creative Planning | $293.4K | 5,211 | 0.00% | 11q | -1.3%-$3.9K |
| RAYMOND JAMES FINANCIAL INC | $270.9K | 4,812 | 0.00% | 7q | +14.0%+$33.2K |
| Mezzasalma Advisors, LLC | $256.0K | 4,548 | 0.05% | 5q | +1.8%+$4.6K |
| WELLS FARGO & COMPANY/MN | $232.9K | 4,136 | 0.00% | 31q | -15.5%-$42.6K |
| STIFEL FINANCIAL CORP | $225.2K | 4,000 | 0.00% | 4q | -1.2%-$2.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $210.2K | 3,734 | 0.00% | 11q | HELD |
| NewEdge Advisors, LLC | $181.7K | 3,228 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $150.8K | 2,679 | 0.01% | new | NEW |
| GHP Investment Advisors, Inc. | $149.3K | 2,652 | 0.01% | 18q | -18.7%-$34.3K |
| Larson Financial Group LLC | $148.0K | 2,629 | 0.00% | 23q | +2.9%+$4.2K |
| TD Waterhouse Canada Inc. | $145.1K | 2,600 | 0.00% | 19q | HELD |
| Arax Advisory Partners | $98.7K | 1,753 | 0.00% | new | NEW |
| IMA Advisory Services, Inc. | $77.5K | 1,377 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $68.1K | 1,210 | 0.00% | 24q | HELD |
| Spire Wealth Management | $55.8K | 991 | 0.00% | 22q | HELD |
| AMERIFLEX GROUP, INC. | $45.7K | 812 | 0.02% | 3q | +2.9%+$1.3K |
| BlackRock, Inc. | $37.3K | 663 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $14.1K | 250 | 0.00% | 29q | -83.4%-$70.9K |
| OSAIC HOLDINGS, INC. | $11.3K | 200 | 0.00% | 26q | -84.9%-$63.3K |
| US BANCORP \DE\ | $7.4K | 131 | 0.00% | 5q | HELD |
| UBS Group AG | $5.9K | 104 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $5.0K | 81 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $2.7K | 47 | 0.00% | 14q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6K | 28 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $1.2K | 21 | 0.00% | 2q | +75.0% |
| AdvisorNet Financial, Inc | $619 | 11 | 0.00% | 7q | HELD |
| FMR LLC | $56 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $15.4M | 273,118 | 7 | 10 | 9 | 0.0% |
| Q1 2026 | 35 | $15.5M | 287,319 | 7 | 8 | 8 | 0.0% |
| Q4 2025 | 33 | $14.2M | 273,846 | 7 | 7 | 7 | 0.0% |
| Q3 2025 | 34 | $14.9M | 300,277 | 6 | 7 | 7 | 0.0% |
| Q2 2025 | 30 | $12.6M | 262,100 | 3 | 8 | 6 | 0.0% |
| Q1 2025 | 34 | $14.3M | 326,656 | 7 | 5 | 10 | 0.0% |
| Q4 2024 | 31 | $12.1M | 306,848 | 5 | 4 | 8 | 0.0% |
| Q3 2024 | 28 | $11.2M | 255,014 | 1 | 10 | 3 | 0.0% |
| Q2 2024 | 34 | $10.1M | 256,140 | 3 | 11 | 9 | 0.0% |
| Q1 2024 | 36 | $16.6M | 404,452 | 3 | 7 | 8 | 0.0% |
| Q4 2023 | 36 | $16.7M | 393,416 | 6 | 7 | 7 | 0.0% |
| Q3 2023 | 31 | $10.1M | 269,864 | 3 | 9 | 6 | 0.0% |
| Q2 2023 | 30 | $10.2M | 260,579 | 1 | 5 | 10 | 0.0% |
| Q1 2023 | 33 | $15.8M | 406,800 | 4 | 6 | 7 | 0.0% |
| Q4 2022 | 31 | $8.6M | 238,806 | 2 | 4 | 13 | 0.0% |
| Q3 2022 | 33 | $10.2M | 334,741 | 2 | 7 | 8 | 0.0% |
| Q2 2022 | 38 | $16.2M | 454,825 | 6 | 5 | 12 | 0.0% |
| Q1 2022 | 37 | $24.6M | 614,318 | 2 | 4 | 16 | 0.0% |
| Q4 2021 | 43 | $39.4M | 940,480 | 2 | 10 | 14 | 0.0% |
| Q3 2021 | 41 | $39.7M | 974,795 | 4 | 12 | 12 | 0.0% |
| Q2 2021 | 41 | $42.9M | 991,451 | 3 | 15 | 10 | 0.0% |
| Q1 2021 | 42 | $42.6M | 1,002,463 | 4 | 12 | 10 | 0.0% |
| Q4 2020 | 40 | $41.1M | 1,017,658 | 6 | 12 | 8 | 0.0% |
| Q3 2020 | 37 | $32.7M | 909,041 | 4 | 13 | 7 | 0.0% |
| Q2 2020 | 38 | $31.8M | 896,209 | 3 | 9 | 11 | 0.0% |
| Q1 2020 | 42 | $27.4M | 871,284 | 9 | 9 | 10 | 0.0% |
| Q4 2019 | 42 | $59.8M | 1,403,402 | 7 | 10 | 9 | 0.0% |
| Q3 2019 | 37 | $45.9M | 1,136,135 | 4 | 8 | 9 | 0.0% |
| Q2 2019 | 44 | $53.5M | 1,298,735 | 3 | 8 | 17 | 0.0% |
| Q1 2019 | 43 | $62.6M | 1,521,969 | 5 | 10 | 11 | 0.0% |
| Q4 2018 | 43 | $49.2M | 1,298,929 | 1 | 1 | 2 | 0.0% |