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 | No change | 50,789 | 2,859 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 47,029 | 2,718 | 0.0% | 0.0% | 2 | +132 | 0.28% | Q3 2026 | Nov 06, 2026 |
| BIP Wealth, LLC | History | Reduced | 31,843 | 1,840 | 0.05% | 0.05% | 3 | -2,184 | -6.42% | Q3 2026 | Oct 22, 2026 |
| Global View Capital Management LLC | History | New | 26,669 | 1,541 | 0.34% | — | 4 | +26,669 | New | Q3 2026 | Oct 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 15,441 | 863 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 14,717 | 828 | 0.12% | 0.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,965 | 692 | 0.0% | 0.0% | 7 | -37 | -0.31% | Q3 2026 | Nov 02, 2026 |
| XML Financial, LLC | History | Added to | 9,407 | 543 | 0.04% | 0.04% | 8 | +469 | 5.25% | Q3 2026 | Oct 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,238 | 407 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,960 | 335 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | New | 5,230 | 302 | 0.0% | — | 11 | +5,230 | New | Q3 2026 | Nov 10, 2026 |
| Creative Planning | History | No change | 5,211 | 301 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,812 | 270 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 4,561 | 263 | 0.05% | 0.05% | 14 | +13 | 0.29% | Q3 2026 | Oct 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,136 | 232 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Reduced | 3,980 | 230 | 0.0% | 0.0% | 16 | -5,980 | -60.04% | Q3 2026 | Nov 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,000 | 225 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,734 | 210 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,228 | 181 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 2,642 | 152 | 0.0% | 0.0% | 20 | +13 | 0.49% | Q3 2026 | Nov 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,600 | 147 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 2,517 | 145 | 0.01% | 0.01% | 22 | -135 | -5.09% | Q3 2026 | Oct 15, 2026 |
| Arax Advisory Partners | History | No change | 1,753 | 98 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,377 | 77 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,210 | 69 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Spire Wealth Management | History | No change | 991 | 57 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 812 | 45 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 663 | 37 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | New | 747 | 31 | 0.0% | — | 29 | +747 | New | Q3 2026 | Nov 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 250 | 14 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 200 | 11 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 81 | 5 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 47 | 2 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,679 | -100.0% | Q3 2026 | Nov 06, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2026 | Nov 05, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2026 | Nov 10, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |