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 | 89,862 | 10,332 | 0.6% | 0.61% | 1 | +428 | 0.48% | Q4 2025 | Jan 15, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 88,825 | 10,213 | 2.15% | 2.24% | 2 | -217 | -0.24% | Q4 2025 | Jan 07, 2026 |
| MORGAN STANLEY | History | Reduced | 79,464 | 9,136 | 0.0% | 0.0% | 3 | -1,004 | -1.25% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 48,178 | 5,539 | 0.0% | 0.0% | 4 | +7,237 | 17.68% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 35,769 | 4,113 | 0.0% | — | 5 | +35,769 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 30,925 | 3,555 | 0.01% | 0.0% | 6 | +144 | 0.47% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 25,498 | 2,967 | 0.26% | 0.27% | 7 | -257 | -1.0% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,741 | 2,959 | 0.0% | 0.0% | 8 | -4,843 | -15.84% | Q4 2025 | Feb 12, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 24,579 | 2,826 | 0.64% | 0.66% | 9 | -158 | -0.64% | Q4 2025 | Jan 12, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 21,082 | 2,423 | 0.55% | 0.57% | 10 | -17 | -0.08% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 20,276 | 2,331 | 0.0% | 0.0% | 11 | -251 | -1.22% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Reduced | 16,353 | 1,880 | 0.01% | 0.01% | 12 | -87 | -0.53% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,176 | 1,629 | 0.03% | 0.03% | 13 | -162 | -1.13% | Q4 2025 | Jan 22, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 13,418 | 1,542 | 0.19% | 0.18% | 14 | +740 | 5.84% | Q4 2025 | Feb 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 13,400 | 1,540 | 0.21% | 0.13% | 15 | +6,100 | 83.56% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,198 | 1,517 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Well Done, LLC | History | Reduced | 13,125 | 1,509 | 0.23% | 0.26% | 17 | -209 | -1.57% | Q4 2025 | Jan 13, 2026 |
| Curi Capital, LLC | History | No change | 12,143 | 1,396 | 0.02% | 0.03% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,118 | 1,393 | 0.02% | 0.03% | 19 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,980 | 1,262 | 0.02% | 0.02% | 20 | -608 | -5.25% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,361 | 1,191 | 0.0% | 0.0% | 21 | +160 | 1.57% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,063 | 927 | 0.01% | 0.0% | 22 | +691 | 9.37% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 7,974 | 916 | 0.0% | 0.0% | 23 | +254 | 3.29% | Q4 2025 | Feb 11, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 7,623 | 876 | 0.6% | 0.63% | 24 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,528 | 866 | 0.0% | 0.0% | 25 | -3,883 | -34.03% | Q4 2025 | Feb 11, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 7,031 | 808 | 0.14% | 0.14% | 26 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 6,936 | 797 | 0.08% | 0.09% | 27 | -300 | -4.15% | Q4 2025 | Jan 27, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 6,420 | 738 | 0.11% | 0.11% | 28 | -12 | -0.19% | Q4 2025 | Jan 26, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 6,120 | 734 | 0.08% | 0.09% | 29 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,247 | 718 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,736 | 659 | 0.0% | 0.0% | 31 | -33 | -0.57% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 5,667 | 651 | 0.0% | 0.0% | 32 | +175 | 3.19% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,622 | 646 | 0.0% | 0.0% | 33 | -26 | -0.46% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,536 | 636 | 0.01% | 0.01% | 34 | +3 | 0.05% | Q4 2025 | Jan 16, 2026 |
| Focus Partners Wealth | History | Reduced | 5,043 | 579 | 0.0% | 0.0% | 35 | -57 | -1.12% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,828 | 555 | 0.0% | 0.0% | 36 | -1,220 | -20.17% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,459 | 512 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 4,242 | 487 | 0.0% | 0.0% | 38 | +2 | 0.05% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 4,228 | 486 | 0.02% | 0.02% | 39 | +350 | 9.03% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,221 | 485 | 0.0% | — | 40 | +4,221 | New | Q4 2025 | Feb 17, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 4,085 | 469 | 0.27% | 0.27% | 41 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 4,055 | 466 | 0.04% | 0.06% | 42 | -1,075 | -20.96% | Q4 2025 | Jan 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,000 | 459 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,937 | 452 | 0.0% | 0.0% | 44 | -238 | -5.7% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 3,822 | 439 | 0.05% | 0.05% | 45 | +14 | 0.37% | Q4 2025 | Feb 18, 2026 |
| MLP3, LLC | History | New | 3,762 | 432 | 0.47% | — | 46 | +3,762 | New | Q4 2025 | Feb 13, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 3,747 | 430 | 0.01% | 0.01% | 48 | -43 | -1.13% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,745 | 430 | 0.0% | 0.0% | 47 | +10 | 0.27% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | No change | 3,507 | 403 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RS CRUM INC. | History | No change | 3,415 | 392 | 0.08% | 0.09% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 3,407 | 391 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WEBSTER BANK, N. A. | History | No change | 3,030 | 348 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aspen Grove Capital, LLC | History | No change | 3,000 | 344 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LGL PARTNERS, LLC | History | Added to | 2,928 | 336 | 0.14% | 0.14% | 54 | +14 | 0.48% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | No change | 2,903 | 333 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | No change | 2,875 | 330 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bouchey Financial Group Ltd | History | No change | 2,840 | 326 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KINTRA WEALTH, LLC | History | New | 2,739 | 314 | 0.04% | — | 58 | +2,739 | New | Q4 2025 | Feb 18, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,688 | 309 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 2,647 | 304 | 0.01% | 0.02% | 60 | -1,534 | -36.69% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,554 | 293 | 0.0% | 0.0% | 61 | -20,858 | -89.09% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 2,550 | 293 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,507 | 288 | 0.18% | 0.19% | 63 | +12 | 0.48% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,492 | 286 | 0.0% | 0.0% | 64 | -22 | -0.88% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,472 | 284 | 0.0% | 0.0% | 65 | +2 | 0.08% | Q4 2025 | Feb 06, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 2,358 | 271 | 0.07% | 0.07% | 66 | +10 | 0.43% | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,300 | 264 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | New | 2,256 | 259 | 0.0% | — | 69 | +2,256 | New | Q4 2025 | Mar 09, 2026 |
| AGF MANAGEMENT LTD | History | No change | 2,255 | 259 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | No change | 2,124 | 244 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,103 | 241 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,057 | 236 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Avant Capital LLC | History | Reduced | 2,026 | 232 | 0.16% | 0.17% | 73 | -74 | -3.52% | Q4 2025 | Feb 13, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 2,000 | 229 | 0.13% | 0.13% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 1,987 | 228 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Key FInancial Inc | History | Added to | 1,838 | 211 | 0.04% | 0.04% | 76 | +1 | 0.05% | Q4 2025 | Feb 09, 2026 |
| Mengis Capital Management, Inc. | History | No change | 1,795 | 206 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 1,763 | 202 | 0.0% | — | 78 | +1,763 | New | Q4 2025 | Feb 19, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,671 | 192 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Reduced | 1,525 | 175 | 0.0% | 0.0% | 80 | -2,836 | -65.03% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,365 | 156 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 1,270 | 146 | 0.05% | 0.07% | 82 | -98 | -7.16% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,170 | 134 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,111 | 127 | 0.0% | — | 84 | +1,111 | New | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 973 | 111 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 828 | 95 | 0.0% | 0.0% | 86 | +162 | 24.32% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 816 | 93 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 740 | 85 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 664 | 76 | 0.0% | 0.0% | 89 | +62 | 10.3% | Q4 2025 | Feb 17, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 643 | 73 | 0.03% | 0.04% | 90 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 622 | 71 | 0.0% | 0.0% | 91 | -40 | -6.04% | Q4 2025 | Feb 12, 2026 |
| Independence Bank of Kentucky | History | No change | 625 | 71 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 490 | 56 | 0.0% | 0.0% | 93 | -130 | -20.97% | Q4 2025 | Feb 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 385 | 44 | 0.03% | 0.03% | 94 | -45 | -10.47% | Q4 2025 | Feb 05, 2026 |
| Glassman Wealth Services | History | No change | 357 | 41 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 350 | 40 | 0.01% | 0.38% | 96 | -20,446 | -98.32% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | Added to | 353 | 40 | 0.0% | 0.0% | 97 | +2 | 0.57% | Q4 2025 | Feb 26, 2026 |
| POM Investment Strategies, LLC | History | No change | 340 | 39 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 333 | 38 | 0.0% | — | 99 | +333 | New | Q4 2025 | Feb 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 325 | 37 | 0.0% | 0.0% | 100 | -55 | -14.47% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 324 | 37 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 305 | 35 | 0.01% | — | 102 | +305 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 288 | 33 | 0.0% | — | 103 | +288 | New | Q4 2025 | Feb 05, 2026 |
| JNBA Financial Advisors | History | No change | 295 | 33 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | No change | 286 | 32 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hughes Financial Services, LLC | History | No change | 253 | 29 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 230 | 26 | 0.0% | — | 107 | +230 | New | Q4 2025 | Feb 03, 2026 |
| Quaker Wealth Management, LLC | History | No change | 226 | 25 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 180 | 20 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 117 | 13 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 87 | 10 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 64 | 7 | 0.0% | 0.0% | 112 | -200 | -75.76% | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | No change | 58 | 6 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MTM Investment Management, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | New | 36 | 4 | 0.0% | — | 115 | +36 | New | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,080 | -100.0% | Q3 2025 | Nov 05, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,566 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -2,929 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sequent Planning LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,872 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,853 | -100.0% | Q3 2025 | Oct 14, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -494 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q3 2025 | Nov 06, 2025 |