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Disclosery

AIVI WISDOMTREE TR

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INTERNTNL AI ENH (fund)

36 managers (36 13F filers) reported a position in AIVI shares at 2026-06-30, 253,850 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
36
13F filers
36
New
5
Added
12
Reduced
9
Sold out
5
Shares held by filers
253,850

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY50,789$2.86M<0.01%-6,59613F-HRTimelineGroup
LPL Financial LLC46,897$2.64M<0.01%+2,15113F-HRTimeline
BIP Wealth, LLC34,027$1.92M0.05%+2,74113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,441$863K<0.01%+5513F-HRTimelineGroup
Truvestments Capital LLC14,717$829K0.12%-26413F-HRTimeline
Cambridge Investment Research Advisors,…12,002$676K<0.01%+50713F-HR/ATimeline
Savant Capital, LLC9,960$550K<0.01%+4,98013F-HRTimeline
XML Financial, LLC8,938$503K0.04%-12213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,238$407K<0.01%-56213F-HRTimelineGroup
EP Wealth Advisors, LLC5,960$336K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning5,211$293K<0.01%-7013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,812$271K<0.01%+59013F-HRTimelineGroup
Mezzasalma Advisors, LLC4,548$256K0.05%+8113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,136$233K<0.01%+1,69013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,000$225K<0.01%-5013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,734$210K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC3,228$182K<0.01%+2,65413F-HRTimeline
Institute for Wealth Management, LLC.2,679$151K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.2,652$149K0.01%-60913F-HRTimeline
Larson Financial Group LLC2,629$148K<0.01%+7413F-HRTimeline
TD Waterhouse Canada Inc.2,600$145K<0.01%013F-HRTimeline
Arax Advisory Partners1,753$98.7K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.1,377$77.5K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,210$68.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management991$55.8K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.812$45.7K0.02%+2313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.663$37.3K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…250$14.1K<0.01%-1,25913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200$11.3K<0.01%-1,12513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\131$7.38K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG104$5.86K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA81$5K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47$2.69K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC21$1.18K<0.01%+913F-HRTimeline
AdvisorNet Financial, Inc11$619<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$56<0.01%013F-HRTimelineGroup