WisdomTree Trust - AIVI

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)
$15.43M
QoQ value delta ($000)
+$1.173M (+8.23%)
Implied price effect (QoQ)
+1.48%
Shares
Total shares
270,715
QoQ shares delta
+16,865 (+6.64%)
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: 13 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 2,859 50,789 0.0%
LPL Financial LLC 2,718 47,029 0.0%
BIP Wealth, LLC 1,840 31,843 0.05%
Global View Capital Management LLC 1,541 26,669 0.34%
JONES FINANCIAL COMPANIES LLLP 863 15,441 0.0%
Truvestments Capital LLC 828 14,717 0.12%
Cambridge Investment Research Advisors, Inc. 692 11,965 0.0%
XML Financial, LLC 543 9,407 0.04%
CITADEL ADVISORS LLC 407 7,238 0.0%
EP Wealth Advisors, LLC 335 5,960 0.0%
Creative Planning 301 5,211 0.0%
RAYMOND JAMES FINANCIAL INC 270 4,812 0.0%
Mezzasalma Advisors, LLC 263 4,561 0.05%
WELLS FARGO & COMPANY/MN 232 4,136 0.0%
Savant Capital, LLC 230 3,980 0.0%
STIFEL FINANCIAL CORP 225 4,000 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210 3,734 0.0%
NewEdge Advisors, LLC 181 3,228 0.0%
Larson Financial Group LLC 152 2,642 0.0%
TD Waterhouse Canada Inc. 147 2,600 0.0%
GHP Investment Advisors, Inc. 145 2,517 0.01%
Arax Advisory Partners 98 1,753 0.0%
IMA Advisory Services, Inc. 77 1,377 0.0%
BLAIR WILLIAM & CO/IL 68 1,210 0.0%
Spire Wealth Management 57 991 0.0%