WisdomTree Trust - AIVI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 73,648 | 3,828 | 0.0% | 0.0% | 1 | +3,689 | 5.27% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 43,046 | 2,237 | 0.0% | 0.0% | 2 | -7,926 | -15.55% | Q4 2025 | Feb 11, 2026 |
| BIP Wealth, LLC | History | Reduced | 38,016 | 1,976 | 0.07% | 0.1% | 3 | -3,441 | -8.3% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 17,146 | 891 | 0.0% | 0.0% | 4 | +4,510 | 35.69% | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Added to | 14,611 | 759 | 0.14% | 0.13% | 5 | +270 | 1.88% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 13,631 | 708 | 0.0% | 0.0% | 6 | -51 | -0.37% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 11,195 | 582 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | New | 9,394 | 488 | 0.0% | — | 8 | +9,394 | New | Q4 2025 | Feb 10, 2026 |
| XML Financial, LLC | History | Reduced | 9,289 | 482 | 0.04% | 0.04% | 9 | -122 | -1.3% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,960 | 309 | 0.0% | — | 10 | +5,960 | New | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | No change | 5,211 | 270 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,894 | 254 | 0.0% | 0.0% | 12 | +21 | 0.43% | Q4 2025 | Feb 18, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 4,463 | 233 | 0.06% | 0.06% | 13 | +47 | 1.06% | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 3,999 | 207 | 0.0% | 0.0% | 14 | -100 | -2.44% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 3,262 | 169 | 0.01% | 0.01% | 15 | +25 | 0.77% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,627 | 136 | 0.0% | 0.0% | 16 | -49 | -1.83% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,590 | 134 | 0.0% | — | 17 | +2,590 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,600 | 134 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,659 | 86 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,210 | 62 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 991 | 51 | 0.0% | 0.0% | 21 | -1,213 | -55.04% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 833 | 43 | 0.0% | 0.0% | 22 | +251 | 43.13% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | New | 815 | 42 | 0.01% | — | 23 | +815 | New | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 788 | 40 | 0.02% | — | 24 | +788 | New | Q4 2025 | Feb 18, 2026 |
| BlackRock, Inc. | History | New | 663 | 34 | 0.0% | — | 25 | +663 | New | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 574 | 29 | 0.0% | 0.0% | 26 | +10 | 1.77% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 400 | 20 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| US BANCORP \DE\ | History | No change | 131 | 6 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | New | 70 | 3 | 0.0% | — | 29 | +70 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 70 | 3 | 0.0% | — | 30 | +70 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 47 | 2 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,718 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -6,995 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,896 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -663 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |