WISDOMTREE TR (AIVI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
36
Reporting holders
$13.6M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| 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 |
| CITADEL ADVISORS LLC | $407.5K | 7,238 | 0.00% | 2q | -7.2%-$31.6K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $1.4K | 24,004 | 0.00% | 6q | +108.8% |
| 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 | 36 | $13.6M | 241,876 | 7 | 8 | 10 | 0.0% |
| Q1 2026 | 33 | $13.4M | 247,444 | 6 | 7 | 8 | 0.0% |
| Q4 2025 | 32 | $13.7M | 262,651 | 7 | 7 | 7 | 0.0% |
| Q3 2025 | 31 | $13.1M | 264,248 | 5 | 6 | 7 | 0.0% |
| Q2 2025 | 28 | $12.1M | 250,859 | 3 | 8 | 6 | 0.0% |
| Q1 2025 | 31 | $11.9M | 271,348 | 6 | 4 | 10 | 0.0% |
| Q4 2024 | 29 | $10.4M | 263,573 | 4 | 4 | 8 | 0.0% |
| Q3 2024 | 27 | $11.2M | 254,898 | 1 | 10 | 3 | 0.0% |
| Q2 2024 | 32 | $9.7M | 246,497 | 3 | 11 | 8 | 0.0% |
| Q1 2024 | 34 | $15.5M | 377,149 | 2 | 7 | 8 | 0.0% |
| Q4 2023 | 35 | $16.7M | 393,300 | 6 | 7 | 7 | 0.0% |
| Q3 2023 | 29 | $9.6M | 256,318 | 2 | 9 | 6 | 0.0% |
| Q2 2023 | 28 | $10.2M | 260,316 | 1 | 5 | 10 | 0.0% |
| Q1 2023 | 31 | $15.8M | 406,537 | 4 | 6 | 7 | 0.0% |
| Q4 2022 | 27 | $8.5M | 236,249 | 2 | 4 | 12 | 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% |