WISDOMTREE TR

Ticker: AIVI CUSIP: 97717W786 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
MORGAN STANLEY73,648$3,829
LPL Financial LLC43,046$2,238
BIP Wealth, LLC38,016$1,976
SUSQUEHANNA INTERNATIONAL GROUP, LLP17,146$891
Truvestments Capital LLC14,611$760
JONES FINANCIAL COMPANIES LLLP13,631$709
Cambridge Investment Research Advisors, Inc.11,195$1
Savant Capital, LLC9,394$488
XML Financial, LLC9,289$483
EP Wealth Advisors, LLC5,960$310
Creative Planning5,211$271
RAYMOND JAMES FINANCIAL INC4,894$254
Mezzasalma Advisors, LLC4,463$233
STIFEL FINANCIAL CORP3,999$208
GHP Investment Advisors, Inc.3,262$170
Larson Financial Group LLC2,627$137
TD Waterhouse Canada Inc.2,600$134
Kestra Advisory Services, LLC2,590$135
Steward Partners Investment Advisory, LLC1,659$86
BLAIR WILLIAM & CO/IL1,210$63
Spire Wealth Management991$52
OSAIC HOLDINGS, INC.833$43
Rossby Financial, LCC815$42
AMERIFLEX GROUP, INC.788$41
BlackRock, Inc.663$34
NewEdge Advisors, LLC574$30
Rockefeller Capital Management L.P.400$21
US BANCORP \DE\131$7
AlphaCore Capital LLC70$4
SageView Advisory Group, LLC70$4
JPMORGAN CHASE & CO47$2
AdvisorNet Financial, Inc11$1
WELLS FARGO & COMPANY/MN2$0
Total (33 institutions)273,846$13,655