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WISDOMTREE TR
Ticker: AIVI
CUSIP: 97717W786
Class: ETF
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
MORGAN STANLEY
73,648
$3,829
LPL Financial LLC
43,046
$2,238
BIP Wealth, LLC
38,016
$1,976
SUSQUEHANNA INTERNATIONAL GROUP, LLP
17,146
$891
Truvestments Capital LLC
14,611
$760
JONES FINANCIAL COMPANIES LLLP
13,631
$709
Cambridge Investment Research Advisors, Inc.
11,195
$1
Savant Capital, LLC
9,394
$488
XML Financial, LLC
9,289
$483
EP Wealth Advisors, LLC
5,960
$310
Creative Planning
5,211
$271
RAYMOND JAMES FINANCIAL INC
4,894
$254
Mezzasalma Advisors, LLC
4,463
$233
STIFEL FINANCIAL CORP
3,999
$208
GHP Investment Advisors, Inc.
3,262
$170
Larson Financial Group LLC
2,627
$137
TD Waterhouse Canada Inc.
2,600
$134
Kestra Advisory Services, LLC
2,590
$135
Steward Partners Investment Advisory, LLC
1,659
$86
BLAIR WILLIAM & CO/IL
1,210
$63
Spire Wealth Management
991
$52
OSAIC HOLDINGS, INC.
833
$43
Rossby Financial, LCC
815
$42
AMERIFLEX GROUP, INC.
788
$41
BlackRock, Inc.
663
$34
NewEdge Advisors, LLC
574
$30
Rockefeller Capital Management L.P.
400
$21
US BANCORP \DE\
131
$7
AlphaCore Capital LLC
70
$4
SageView Advisory Group, LLC
70
$4
JPMORGAN CHASE & CO
47
$2
AdvisorNet Financial, Inc
11
$1
WELLS FARGO & COMPANY/MN
2
$0
Total (33 institutions)
273,846
$13,655