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AIVI WISDOMTREE TR

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INTERNTNL AI ENH (fund)

28 managers (28 13F filers) reported a position in AIVI shares at 2024-09-30, 254,998 shares in all. 1 filer opened a position and 7 filers sold out during the quarter.

Managers
28
13F filers
28
New
1
Added
12
Reduced
4
Sold out
7
Shares held by filers
254,998

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, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, 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
BIP Wealth, LLC57,796$2.53M0.17%+7,93213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY51,850$2.27M<0.01%-24713F-HR/ATimelineGroup
LPL Financial LLC38,987$1.71M<0.01%+15,77113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,609$1.6M<0.01%+4,72313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,646$426K<0.01%+7,17513F-HRTimelineGroup
XML Financial, LLC9,099$399K0.04%+84013F-HRTimeline
Gladstone Institutional Advisory LLC7,152$313K0.02%+7613F-HRTimeline
EP Wealth Advisors, LLC5,960$261K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning5,744$252K<0.01%+23313F-HRTimelineGroup
RAYMOND JAMES & ASSOCIATES5,475$240K<0.01%+413F-HRTimeline
ASSET PLANNING CORPORATION4,697$206K0.13%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,915$171K<0.01%+2,07013F-HRTimelineGroup
GHP Investment Advisors, Inc.3,179$139K0.01%+913F-HRTimeline
Larson Financial Group LLC2,948$129K0.01%-25213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,731$120K<0.01%+1,09313F-HRTimelineGroup
TD Waterhouse Canada Inc.2,600$113K<0.01%013F-HRTimeline
COMERICA BANK1,340$58.7K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,210$53K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…959$42K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC788$34.5K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC663$29K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.567$24.8K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.394$17.3K<0.01%-5013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV300$13.1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…255$11.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC116$5K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16$738<0.01%-113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$76<0.01%+113F-HRTimelineGroup