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 | Reduced | 57,385 | 3,105 | 0.0% | 0.0% | 1 | -16,263 | -22.08% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 44,746 | 2,421 | 0.0% | 0.0% | 2 | +1,700 | 3.95% | Q1 2026 | May 06, 2026 |
| BIP Wealth, LLC | History | Reduced | 31,286 | 1,693 | 0.07% | 0.07% | 3 | -6,730 | -17.7% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 28,380 | 1,536 | 0.05% | — | 4 | +28,380 | New | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | Added to | 14,981 | 810 | 0.15% | 0.14% | 5 | +370 | 2.53% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,386 | 805 | 0.0% | 0.0% | 6 | +1,755 | 12.88% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,495 | 622 | 0.0% | 0.0% | 7 | +300 | 2.68% | Q1 2026 | Apr 30, 2026 |
| XML Financial, LLC | History | Reduced | 9,060 | 490 | 0.04% | 0.04% | 8 | -229 | -2.47% | Q1 2026 | Apr 16, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,800 | 422 | 0.0% | — | 9 | +7,800 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,505 | 406 | 0.0% | — | 10 | +7,505 | New | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,960 | 322 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | New | 5,639 | 305 | 0.0% | — | 12 | +5,639 | New | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 5,281 | 285 | 0.0% | 0.0% | 13 | +70 | 1.34% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Reduced | 4,980 | 269 | 0.0% | 0.0% | 14 | -4,414 | -46.99% | Q1 2026 | May 04, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 4,467 | 241 | 0.06% | 0.06% | 15 | +4 | 0.09% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,222 | 228 | 0.0% | 0.0% | 16 | -672 | -13.73% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,050 | 219 | 0.0% | 0.0% | 17 | +51 | 1.28% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,734 | 202 | 0.0% | 0.0% | 18 | -13,412 | -78.22% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 3,261 | 176 | 0.01% | 0.01% | 19 | -1 | -0.03% | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,600 | 142 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,555 | 138 | 0.0% | 0.0% | 21 | -72 | -2.74% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,446 | 132 | 0.0% | — | 22 | +2,444 | 122200.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,509 | 81 | 0.0% | 0.0% | 23 | -150 | -9.04% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,325 | 71 | 0.0% | 0.0% | 24 | +492 | 59.06% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,210 | 65 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 991 | 53 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | No change | 815 | 44 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 789 | 42 | 0.02% | 0.02% | 28 | +1 | 0.13% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | No change | 663 | 35 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 574 | 31 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Advisory Services Network, LLC | History | New | 150 | 8 | 0.0% | — | 31 | +150 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 131 | 7 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 47 | 2 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,590 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |