WISDOMTREE TR (AIVL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
126
Reporting holders
$107.8M
Reported value
1.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| Noble Family Wealth, LLC | $11.4M | 87,291 | 2.05% | 14q | -0.9%-$102.8K |
| MORGAN STANLEY | $10.6M | 80,689 | 0.00% | 35q | HELD |
| LPL Financial LLC | $6.8M | 51,487 | 0.00% | 31q | +1.4%+$96.3K |
| OSAIC HOLDINGS, INC. | $4.1M | 30,977 | 0.00% | 26q | HELD |
| ROYAL BANK OF CANADA | $3.8M | 28,612 | 0.00% | 31q | +15.4%+$499.8K |
| Salomon & Ludwin, LLC | $3.2M | 24,856 | 0.27% | 31q | -1.7%-$55.6K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $3.1M | 23,362 | 0.61% | 7q | -0.6%-$17.2K |
| WealthBridge Capital Management, LLC | $2.7M | 20,865 | 0.54% | 31q | -1.0%-$28.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 20,843 | 0.00% | 31q | -25.3%-$926.6K |
| Westside Investment Management, Inc. | $2.7M | 20,811 | 0.36% | 28q | -0.7%-$18.9K |
| RAYMOND JAMES FINANCIAL INC | $2.4M | 17,924 | 0.00% | 7q | -3.6%-$86.5K |
| MAI Capital Management | $2.1M | 16,149 | 0.01% | 10q | -0.7%-$16.0K |
| Integrated Advisors Network LLC | $2.0M | 14,970 | 0.09% | new | NEW |
| Biondo Investment Advisors, LLC | $1.8M | 13,875 | 0.22% | 31q | +1.8%+$31.7K |
| Well Done, LLC | $1.7M | 13,281 | 0.23% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 12,875 | 0.00% | 3q | -33.4%-$847.2K |
| CAPTRUST FINANCIAL ADVISORS | $1.7M | 12,714 | 0.00% | 25q | -4.0%-$69.6K |
| Global Retirement Partners, LLC | $1.6M | 12,118 | 0.02% | 4q | HELD |
| Apollon Wealth Management, LLC | $1.5M | 11,533 | 0.02% | 19q | -0.5%-$7.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 11,444 | 0.00% | 30q | +110.2%+$786.7K |
| Curi Capital, LLC | $1.4M | 11,041 | 0.02% | 31q | -5.1%-$77.6K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $1.4M | 10,400 | 0.16% | 31q | -12.6%-$196.7K |
| Prospera Financial Services Inc | $1.3M | 10,264 | 0.02% | 31q | -3.0%-$40.9K |
| Mariner, LLC | $1.2M | 9,298 | 0.00% | 16q | +121.3%+$668.4K |
| WELLS FARGO & COMPANY/MN | $1.2M | 9,231 | 0.00% | 31q | -58.2%-$1.7M |
| CITADEL ADVISORS LLC | $1.1M | 2,915 | 0.00% | 6q | -27.9%-$427.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.1M | 8,256 | 0.00% | 5q | -3.7%-$41.8K |
| Cerity Partners LLC | $1.0M | 7,747 | 0.00% | 13q | HELD |
| ROBINSON SMITH WEALTH ADVISORS LLC | $959.3K | 7,316 | 0.57% | 11q | -4.0%-$40.3K |
| JANE STREET GROUP, LLC | $950.0K | 4,845 | 0.00% | 2q | HELD |
| AMARILLO NATIONAL BANK | $922.0K | 7,031 | 0.15% | 31q | -2.4%-$22.9K |
| Institute for Wealth Management, LLC. | $880.3K | 6,713 | 0.08% | 31q | HELD |
| Kelman-Lazarov, Inc. | $837.6K | 6,387 | 0.11% | 31q | HELD |
| Dickmeyer Boyce Financial Management, Inc. | $811.8K | 6,190 | 0.42% | 2q | -2.5%-$20.9K |
| ENVESTNET ASSET MANAGEMENT INC | $770.6K | 5,877 | 0.00% | 2q | -20.6%-$199.6K |
| Baird Financial Group, Inc. | $747.1K | 5,697 | 0.00% | 5q | -3.4%-$26.4K |
| Cetera Investment Advisers | $743.6K | 5,671 | 0.00% | 12q | -3.4%-$25.8K |
| Perigon Wealth Management, LLC | $726.5K | 5,540 | 0.01% | 8q | HELD |
| Arax Advisory Partners | $698.1K | 5,324 | 0.00% | new | NEW |
| Focus Partners Wealth | $636.2K | 4,852 | 0.00% | 10q | -3.9%-$25.8K |
| Decker Wealth Management LLC | $625.0K | 4,766 | 0.13% | 3q | -2.4%-$15.1K |
| Corient Private Wealth LP | $591.7K | 4,512 | 0.00% | 3q | +161.0%+$364.9K |
| AQR CAPITAL MANAGEMENT LLC | $584.7K | 4,459 | 0.00% | 4q | HELD |
| MONTAG A & ASSOCIATES INC | $554.4K | 4,228 | 0.02% | 31q | HELD |
| KINTRA WEALTH, LLC | $545.6K | 4,013 | 0.03% | 3q | +0.8%+$4.4K |
| OneDigital Investment Advisors LLC | $524.5K | 4,000 | 0.00% | 31q | HELD |
| NewEdge Advisors, LLC | $518.1K | 3,951 | 0.00% | 15q | -14.1%-$84.7K |
| Waverly Advisors, LLC | $509.0K | 3,882 | 0.00% | 10q | HELD |
| CAHILL FINANCIAL ADVISORS INC | $501.4K | 3,823 | 0.05% | 31q | HELD |
| Nadler Financial Group, Inc. | $489.1K | 3,730 | 0.04% | 31q | HELD |
| Performance Wealth Partners, LLC | $488.7K | 3,727 | 0.01% | 19q | HELD |
| Merit Financial Group, LLC | $482.8K | 3,682 | 0.00% | 2q | +100.3%+$241.8K |
| VestGen Advisors, LLC | $467.6K | 3,566 | 0.01% | 2q | -50.0%-$467.6K |
| Creative Planning | $459.9K | 3,507 | 0.00% | 14q | HELD |
| RS CRUM INC. | $447.8K | 3,415 | 0.08% | 19q | HELD |
| Kestra Advisory Services, LLC | $438.9K | 3,347 | 0.00% | 24q | -28.0%-$170.9K |
| Graves Light Lenhart Wealth, Inc. | $436.0K | 3,325 | 0.04% | 31q | HELD |
| Aspen Grove Capital, LLC | $393.4K | 3,000 | 0.06% | 13q | HELD |
| LGL PARTNERS, LLC | $381.4K | 2,909 | 0.14% | 23q | -1.0%-$3.7K |
| &PARTNERS | $380.7K | 2,903 | 0.00% | 31q | HELD |
| Tradition Wealth Management, LLC | $377.0K | 2,875 | 0.02% | 23q | HELD |
| Spire Wealth Management | $376.8K | 2,874 | 0.01% | 22q | +8.6%+$29.8K |
| Bouchey Financial Group, Ltd. | $372.4K | 2,840 | 0.02% | 12q | HELD |
| McKinley Carter Wealth Services, Inc. | $352.5K | 2,688 | 0.02% | 31q | HELD |
| HighTower Advisors, LLC | $347.6K | 2,651 | 0.00% | 6q | +7.2%+$23.2K |
| STIFEL FINANCIAL CORP | $327.2K | 2,496 | 0.00% | 11q | HELD |
| WEBSTER BANK, N. A. | $312.1K | 2,380 | 0.03% | 24q | -12.0%-$42.5K |
| Mezzasalma Advisors, LLC | $311.3K | 2,374 | 0.06% | 7q | HELD |
| Fingerlakes Wealth Management, Inc. | $297.4K | 2,268 | 0.16% | 19q | HELD |
| AGF MANAGEMENT LTD | $285.9K | 2,180 | 0.00% | 15q | -1.6%-$4.6K |
| SouthState Bank Corp | $278.5K | 2,124 | 0.01% | 31q | HELD |
| BLAIR WILLIAM & CO/IL | $275.8K | 2,103 | 0.00% | 31q | HELD |
| Sequent Planning LLC | $272.4K | 2,077 | 0.06% | 2q | +16.3%+$38.2K |
| Cladis Investment Advisory, LLC | $262.3K | 2,000 | 0.12% | 8q | HELD |
| AUGUSTINE ASSET MANAGEMENT INC | $260.6K | 1,987 | 0.05% | 11q | HELD |
| Key Financial Inc | $241.1K | 1,839 | 0.04% | 23q | HELD |
| SAX WEALTH ADVISORS, LLC | $238.0K | 2,057 | 0.01% | 10q | HELD |
| TRUST CO OF VERMONT | $236.0K | 1,800 | 0.01% | 20q | -21.7%-$65.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | $231.2K | 1,763 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $227.6K | 1,736 | 0.01% | 2q | +3.2%+$7.1K |
| Steward Partners Investment Advisory, LLC | $227.4K | 1,734 | 0.00% | 27q | HELD |
| Avant Capital LLC | $226.0K | 1,723 | 0.14% | new | NEW |
| Steigerwald, Gordon & Koch Inc. | $219.2K | 1,671 | 0.02% | 4q | HELD |
| Mengis Capital Management, Inc. | $219.0K | 1,670 | 0.03% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $183.5K | 1,404 | 0.00% | 9q | +23.0%+$34.4K |
| BELLEVUE ASSET MANAGEMENT, LLC | $167.0K | 1,273 | 0.08% | 27q | HELD |
| HARBOUR INVESTMENTS, INC. | $153.7K | 1,172 | 0.00% | 21q | HELD |
| Farther Finance Advisors, LLC | $145.7K | 1,111 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $144.6K | 1,103 | 0.00% | new | NEW |
| FMR LLC | $135.4K | 1,033 | 0.00% | 31q | +25.4%+$27.4K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $131.1K | 1,000 | 0.04% | 7q | HELD |
| Clearstead Advisors, LLC | $127.6K | 973 | 0.00% | 9q | HELD |
| Rockefeller Capital Management L.P. | $107.0K | 816 | 0.00% | 4q | HELD |
| Allworth Financial LP | $102.8K | 784 | 0.00% | 21q | +177.0%+$65.7K |
| FRANKLIN RESOURCES INC | $97.0K | 740 | 0.00% | 25q | HELD |
| ARCADIA INVESTMENT ADVISORS LLC | $84.3K | 643 | 0.04% | 35q | HELD |
| Independence Bank of Kentucky | $82.0K | 625 | 0.01% | 10q | HELD |
| Ameritas Advisory Services, LLC | $78.3K | 597 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $76.1K | 580 | 0.00% | 25q | HELD |
| SIMPLEX TRADING, LLC | $67.7K | 516 | 0.00% | 2q | +405.9%+$54.3K |
Showing the largest 100 of 129 reported holders.
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 | 126 | $107.8M | 814,587 | 13 | 18 | 35 | 1.0% |
| Q1 2026 | 119 | $104.1M | 891,026 | 13 | 20 | 31 | 0.9% |
| Q4 2025 | 115 | $98.1M | 852,419 | 9 | 11 | 29 | 0.0% |
| Q3 2025 | 113 | $98.5M | 861,758 | 7 | 13 | 30 | 0.0% |
| Q2 2025 | 115 | $99.0M | 875,617 | 6 | 14 | 30 | 0.0% |
| Q1 2025 | 116 | $97.8M | 891,176 | 9 | 8 | 33 | 0.0% |
| Q4 2024 | 111 | $95.7M | 897,573 | 6 | 11 | 30 | 0.0% |
| Q3 2024 | 115 | $101.1M | 908,713 | 12 | 18 | 26 | 0.0% |
| Q2 2024 | 107 | $86.3M | 865,368 | 6 | 11 | 33 | 0.0% |
| Q1 2024 | 107 | $115.2M | 1,127,134 | 9 | 12 | 29 | 0.4% |
| Q4 2023 | 107 | $94.7M | 977,180 | 6 | 8 | 35 | 1.5% |
| Q3 2023 | 100 | $83.5M | 932,550 | 5 | 19 | 28 | 0.7% |
| Q2 2023 | 102 | $83.6M | 887,884 | 7 | 11 | 33 | 0.6% |
| Q1 2023 | 103 | $84.6M | 913,485 | 4 | 7 | 44 | 1.0% |
| Q4 2022 | 98 | $78.9M | 848,050 | 5 | 11 | 26 | 1.3% |
| Q3 2022 | 121 | $90.8M | 1,092,794 | 4 | 17 | 41 | 1.0% |
| Q2 2022 | 125 | $101.1M | 1,124,281 | 5 | 13 | 44 | 1.3% |
| Q1 2022 | 131 | $116.4M | 1,169,443 | 5 | 11 | 48 | 0.9% |
| Q4 2021 | 141 | $147.4M | 1,450,162 | 8 | 25 | 44 | 0.5% |
| Q3 2021 | 130 | $139.7M | 1,478,313 | 4 | 23 | 44 | 0.5% |
| Q2 2021 | 133 | $165.7M | 1,709,815 | 12 | 24 | 43 | 0.3% |
| Q1 2021 | 129 | $161.8M | 1,712,957 | 11 | 20 | 44 | 0.4% |
| Q4 2020 | 130 | $141.6M | 1,675,078 | 12 | 26 | 44 | 0.8% |
| Q3 2020 | 124 | $137.5M | 1,817,413 | 6 | 18 | 46 | 0.3% |
| Q2 2020 | 132 | $154.1M | 2,083,507 | 11 | 18 | 54 | 0.4% |
| Q1 2020 | 135 | $149.3M | 2,287,158 | 5 | 24 | 56 | 0.9% |
| Q4 2019 | 155 | $286.9M | 3,061,846 | 16 | 29 | 32 | 1.4% |
| Q3 2019 | 133 | $245.8M | 2,785,064 | 9 | 26 | 46 | 1.2% |
| Q2 2019 | 137 | $241.9M | 2,761,544 | 7 | 31 | 45 | 2.0% |
| Q1 2019 | 141 | $228.0M | 2,650,482 | 15 | 30 | 40 | 0.7% |
| Q4 2018 | 139 | $172.7M | 2,226,586 | 2 | 2 | 4 | 0.8% |