WisdomTree Trust - AIVL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | History | Added to | 90,139 | 10,429 | 0.62% | 0.6% | 1 | +277 | 0.31% | Q1 2026 | May 13, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 88,075 | 10,191 | 2.1% | 2.15% | 2 | -750 | -0.84% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 80,758 | 9,344 | 0.0% | 0.0% | 3 | +1,294 | 1.63% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 50,753 | 5,872 | 0.0% | 0.0% | 4 | +2,575 | 5.34% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 30,859 | 3,570 | 0.01% | 0.01% | 5 | -66 | -0.21% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,909 | 3,229 | 0.0% | 0.0% | 6 | +2,168 | 8.42% | Q1 2026 | Apr 27, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 25,283 | 2,968 | 0.27% | 0.26% | 7 | -215 | -0.84% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 24,802 | 2,870 | 0.0% | 0.0% | 8 | -10,967 | -30.66% | Q1 2026 | May 15, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 23,493 | 2,718 | 0.62% | 0.64% | 9 | -1,086 | -4.42% | Q1 2026 | Apr 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 21,085 | 2,439 | 0.56% | 0.55% | 10 | +3 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Westside Investment Management, Inc. | History | Added to | 20,955 | 2,425 | 0.37% | 0.01% | 11 | +20,605 | 5887.14% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,336 | 2,237 | 0.0% | 0.0% | 12 | +15,115 | 358.09% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 18,584 | 2,150 | 0.0% | 0.0% | 13 | -1,692 | -8.34% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 16,271 | 1,882 | 0.01% | 0.01% | 14 | -82 | -0.5% | Q1 2026 | May 15, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 13,633 | 1,577 | 0.2% | 0.19% | 15 | +215 | 1.6% | Q1 2026 | May 14, 2026 |
| Well Done, LLC | History | Added to | 13,337 | 1,543 | 0.23% | 0.23% | 16 | +212 | 1.62% | Q1 2026 | Apr 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,245 | 1,532 | 0.0% | 0.0% | 17 | +47 | 0.36% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,118 | 1,393 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 11,900 | 1,376 | 0.19% | 0.21% | 19 | -1,500 | -11.19% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Reduced | 11,633 | 1,346 | 0.02% | 0.02% | 20 | -510 | -4.2% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,593 | 1,341 | 0.02% | 0.03% | 21 | -2,583 | -18.22% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,037 | 1,277 | 0.0% | 0.0% | 22 | +676 | 6.52% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,576 | 1,223 | 0.02% | 0.02% | 23 | -404 | -3.68% | Q1 2026 | Apr 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 9,343 | 1,081 | 0.0% | 0.0% | 24 | +6,789 | 265.82% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,575 | 992 | 0.0% | 0.01% | 25 | +512 | 6.35% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 7,726 | 893 | 0.0% | 0.0% | 26 | -248 | -3.11% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 7,132 | 886 | 0.02% | — | 27 | +7,132 | New | Q1 2026 | May 14, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 7,623 | 882 | 0.6% | 0.6% | 28 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,528 | 871 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 7,399 | 856 | 0.0% | — | 30 | +7,399 | New | Q1 2026 | May 04, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 7,206 | 833 | 0.15% | 0.14% | 31 | +175 | 2.49% | Q1 2026 | Apr 17, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 6,728 | 778 | 0.08% | 0.08% | 32 | -208 | -3.0% | Q1 2026 | May 13, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 6,399 | 740 | 0.11% | 0.11% | 33 | -21 | -0.33% | Q1 2026 | Apr 27, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 6,349 | 734 | 0.43% | — | 34 | +6,349 | New | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 6,120 | 708 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,898 | 682 | 0.0% | 0.0% | 36 | -349 | -5.59% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 5,868 | 678 | 0.0% | 0.0% | 37 | +201 | 3.55% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,730 | 663 | 0.0% | 0.0% | 38 | +108 | 1.92% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,538 | 640 | 0.01% | 0.01% | 39 | +2 | 0.04% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,445 | 629 | 0.0% | 0.0% | 40 | -291 | -5.07% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 5,049 | 580 | 0.0% | 0.0% | 41 | +6 | 0.12% | Q1 2026 | May 14, 2026 |
| Decker Wealth Management LLC | History | Reduced | 4,881 | 564 | 0.13% | 0.13% | 42 | -175 | -3.46% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,827 | 558 | 0.0% | 0.0% | 43 | -1 | -0.02% | Q1 2026 | Jun 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,650 | 538 | 0.0% | 0.0% | 44 | +905 | 24.17% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,459 | 515 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 4,228 | 489 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 4,201 | 486 | 0.0% | 0.0% | 47 | -41 | -0.97% | Q1 2026 | May 13, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 4,085 | 472 | 0.29% | 0.27% | 48 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,000 | 462 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 3,981 | 460 | 0.03% | 0.04% | 50 | +1,242 | 45.35% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,881 | 449 | 0.0% | 0.0% | 51 | -56 | -1.42% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 3,811 | 441 | 0.05% | 0.05% | 52 | -11 | -0.29% | Q1 2026 | May 12, 2026 |
| MLP3, LLC | History | No change | 3,762 | 435 | 0.48% | 0.47% | 53 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 3,730 | 431 | 0.04% | 0.04% | 54 | -325 | -8.01% | Q1 2026 | May 04, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 3,727 | 431 | 0.01% | 0.01% | 55 | -20 | -0.53% | Q1 2026 | Apr 10, 2026 |
| Creative Planning | History | No change | 3,507 | 405 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RS CRUM INC. | History | No change | 3,415 | 395 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 3,325 | 384 | 0.04% | 0.04% | 58 | -82 | -2.41% | Q1 2026 | Apr 08, 2026 |
| Aspen Grove Capital, LLC | History | No change | 3,000 | 347 | 0.07% | 0.06% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bouchey Financial Group Ltd | History | No change | 2,840 | 344 | 0.03% | 0.02% | 60 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 2,956 | 342 | 0.01% | — | 61 | +2,956 | New | Q1 2026 | May 15, 2026 |
| LGL PARTNERS, LLC | History | Added to | 2,937 | 339 | 0.14% | 0.14% | 62 | +9 | 0.31% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | No change | 2,903 | 335 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | No change | 2,875 | 332 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 2,704 | 312 | 0.03% | 0.03% | 65 | -326 | -10.76% | Q1 2026 | Apr 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,688 | 311 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | No change | 2,647 | 306 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,493 | 288 | 0.0% | 0.0% | 68 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,474 | 286 | 0.0% | 0.0% | 69 | +2 | 0.08% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,400 | 277 | 0.0% | — | 70 | +2,400 | New | Q1 2026 | May 12, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 2,365 | 273 | 0.07% | 0.07% | 71 | +7 | 0.3% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,300 | 264 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 2,259 | 261 | 0.17% | 0.18% | 73 | -248 | -9.89% | Q1 2026 | Apr 21, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 2,215 | 256 | 0.0% | 0.0% | 74 | -40 | -1.77% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 2,163 | 250 | 0.0% | 0.0% | 75 | -387 | -15.18% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | No change | 2,124 | 245 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,103 | 243 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,057 | 236 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 2,000 | 231 | 0.13% | 0.13% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 1,987 | 229 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Merit Financial Group, LLC | History | New | 1,838 | 212 | 0.0% | — | 82 | +1,838 | New | Q1 2026 | Apr 15, 2026 |
| Key FInancial Inc | History | No change | 1,838 | 212 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sequent Planning LLC | History | New | 1,786 | 206 | 0.05% | — | 83 | +1,786 | New | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,734 | 200 | 0.0% | 0.0% | 84 | +1,410 | 435.19% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,729 | 200 | 0.0% | 0.0% | 85 | -527 | -23.36% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,682 | 194 | 0.01% | — | 86 | +1,682 | New | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,671 | 193 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,365 | 156 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 1,271 | 147 | 0.07% | 0.05% | 89 | +1 | 0.08% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,172 | 135 | 0.0% | 0.0% | 90 | +2 | 0.17% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,141 | 130 | 0.0% | 0.0% | 91 | +313 | 37.8% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,111 | 129 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 973 | 112 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 905 | 104 | 0.0% | — | 94 | +905 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 824 | 95 | 0.0% | 0.0% | 95 | +160 | 24.1% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 816 | 94 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 740 | 85 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 658 | 74 | 0.0% | 0.0% | 98 | +168 | 34.29% | Q1 2026 | May 13, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 643 | 74 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Independence Bank of Kentucky | History | No change | 625 | 72 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 580 | 67 | 0.0% | 0.0% | 101 | -42 | -6.75% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 498 | 57 | 0.0% | 0.0% | 102 | -1,027 | -67.34% | Q1 2026 | May 05, 2026 |
| Bravera Wealth | History | No change | 488 | 56 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 456 | 52 | 0.0% | 0.0% | 104 | +276 | 153.33% | Q1 2026 | May 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 408 | 47 | 0.0% | — | 105 | +408 | New | Q1 2026 | Apr 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 398 | 46 | 0.04% | — | 106 | +398 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 375 | 43 | 0.0% | 0.0% | 107 | +339 | 941.67% | Q1 2026 | May 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 375 | 43 | 0.03% | 0.03% | 108 | -10 | -2.6% | Q1 2026 | May 13, 2026 |
| Glassman Wealth Services | History | No change | 357 | 41 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Anchor Investment Management, LLC | History | Added to | 354 | 40 | 0.0% | 0.0% | 110 | +1 | 0.28% | Q1 2026 | May 01, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 320 | 37 | 0.0% | 0.0% | 111 | -5 | -1.54% | Q1 2026 | Apr 27, 2026 |
| Anfield Capital Management, LLC | History | New | 309 | 35 | 0.01% | — | 113 | +309 | New | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 306 | 35 | 0.01% | 0.01% | 112 | +1 | 0.33% | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | No change | 286 | 33 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Reduced | 283 | 32 | 0.0% | 0.0% | 115 | -5 | -1.74% | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 253 | 29 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quaker Wealth Management, LLC | History | No change | 226 | 26 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Founders Financial Alliance, LLC | History | New | 152 | 17 | 0.0% | — | 118 | +152 | New | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | New | 134 | 15 | 0.0% | — | 119 | +134 | New | Q1 2026 | May 08, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 117 | 13 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 102 | 11 | 0.0% | — | 121 | +102 | New | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 64 | 7 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 52 | 6 | 0.0% | 0.0% | 124 | -178 | -77.39% | Q1 2026 | May 01, 2026 |
| WealthShield Partners, LLC | History | No change | 58 | 6 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MTM Investment Management, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Avant Capital LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,026 | -100.0% | Q1 2026 | May 12, 2026 |
| Mengis Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,795 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,763 | -100.0% | Q1 2026 | Apr 29, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -340 | -100.0% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -333 | -100.0% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -295 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 07, 2026 |