WisdomTree Trust - AIVI

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

Latest / Compare
Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$14.22M
QoQ value delta ($000)
-$413K (-2.82%)
Implied price effect (QoQ)
+4.72%
Shares
Total shares
273,846
QoQ shares delta
-21,267 (-7.21%)
Total shares held by funds (by quarter)

Market chart (AIVI)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 3,828 73,648 0.0%
LPL Financial LLC 2,237 43,046 0.0%
BIP Wealth, LLC 1,976 38,016 0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 891 17,146 0.0%
Truvestments Capital LLC 759 14,611 0.14%
JONES FINANCIAL COMPANIES LLLP 708 13,631 0.0%
Cambridge Investment Research Advisors, Inc. 582 11,195 0.0%
Savant Capital, LLC 488 9,394 0.0%
XML Financial, LLC 482 9,289 0.04%
EP Wealth Advisors, LLC 309 5,960 0.0%
Creative Planning 270 5,211 0.0%
RAYMOND JAMES FINANCIAL INC 254 4,894 0.0%
Mezzasalma Advisors, LLC 233 4,463 0.06%
STIFEL FINANCIAL CORP 207 3,999 0.0%
GHP Investment Advisors, Inc. 169 3,262 0.01%
Larson Financial Group LLC 136 2,627 0.0%
Kestra Advisory Services, LLC 134 2,590 0.0%
TD Waterhouse Canada Inc. 134 2,600 0.0%
Steward Partners Investment Advisory, LLC 86 1,659 0.0%
BLAIR WILLIAM & CO/IL 62 1,210 0.0%
Spire Wealth Management 51 991 0.0%
OSAIC HOLDINGS, INC. 43 833 0.0%
Rossby Financial, LCC 42 815 0.01%
AMERIFLEX GROUP, INC. 40 788 0.02%
BlackRock, Inc. 34 663 0.0%