# WISDOMTREE TR (AIVL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AIVL/

- Reporting holders: 5
- Reported value: $1.9M
- 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 |
|---|---|---|---|---|
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $721.4K | 5,639 | 0.4% | 3 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $577.8K | 4,516 | 0.1% | 4 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $425.4K | 3,325 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $142.1K | 1,111 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $25.6K | 200 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $1.9M |
| Q2 2026 | 130 | $112.8M |
| Q1 2026 | 122 | $106.0M |
| Q4 2025 | 118 | $99.9M |
| Q3 2025 | 117 | $104.2M |
| Q2 2025 | 121 | $104.7M |
| Q1 2025 | 121 | $104.1M |
| Q4 2024 | 117 | $101.4M |
| Q3 2024 | 121 | $107.0M |
| Q2 2024 | 116 | $93.3M |
| Q1 2024 | 118 | $126.4M |
| Q4 2023 | 118 | $106.2M |

