WisdomTree Trust - AIVL

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$129.2M
QoQ value delta ($000)
+$8.077M (+6.67%)
Implied price effect (QoQ)
-1.03%
Shares
Total shares
996,695
QoQ shares delta
+71,910 (+7.78%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 64 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Jaffetilchin Investment Partners, LLC 11,869 90,518 0.63%
Noble Family Wealth, LLC 11,160 87,229 2.01%
MORGAN STANLEY 10,581 80,689 0.0%
LPL Financial LLC 10,194 79,681 0.0%
WJ Wealth Management, LLC 5,380 42,056 2.19%
OSAIC HOLDINGS, INC. 4,062 30,977 0.0%
ROYAL BANK OF CANADA 3,753 28,612 0.0%
Salomon & Ludwin, LLC 3,165 24,743 0.26%
FOUNDERS GROVE WEALTH PARTNERS, LLC 2,967 23,194 0.59%
WealthBridge Capital Management, LLC 2,672 20,885 0.52%
Westside Investment Management, Inc. 2,643 20,657 0.34%
RAYMOND JAMES FINANCIAL INC 2,350 17,924 0.0%
MAI Capital Management 2,117 16,149 0.01%
Integrated Advisors Network LLC 1,915 14,970 0.09%
Biondo Investment Advisors, LLC 1,819 13,875 0.22%
Well Done, LLC 1,690 13,211 0.23%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,688 12,875 0.0%
CAPTRUST FINANCIAL ADVISORS 1,667 12,714 0.0%
Global Retirement Partners, LLC 1,589 12,118 0.02%
COMMONWEALTH EQUITY SERVICES, LLC 1,586 12,397 0.0%
Apollon Wealth Management, LLC 1,451 11,348 0.02%
Curi Capital, LLC 1,447 11,041 0.02%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,363 10,400 0.16%
Mariner, LLC 1,219 9,298 0.0%
WELLS FARGO & COMPANY/MN 1,210 9,231 0.0%