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AIVI WISDOMTREE TR

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INTERNTNL AI ENH (fund)

31 managers (31 13F filers) reported a position in AIVI shares at 2024-12-31, 306,848 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
31
13F filers
31
New
5
Added
5
Reduced
8
Sold out
2
Shares held by filers
306,848

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC55,333$2.18M0.15%-2,46313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY50,277$1.98M<0.01%-1,57313F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC43,159$1.7M0.07%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,275$1.43M<0.01%-33413F-HRTimelineGroup
LPL Financial LLC26,932$1.06M<0.01%-12,05513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,476$531K<0.01%+3,83013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,506$492K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG11,228$442K<0.01%new13F-HRTimelineGroup
XML Financial, LLC9,059$357K0.03%-4013F-HRTimeline
Gladstone Institutional Advisory LLC7,003$276K0.01%-14913F-HRTimeline
EP Wealth Advisors, LLC5,960$235K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,721$225K<0.01%13F-HR/ATimelineGroup
Creative Planningin group Creative Planning5,511$217K<0.01%-23313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,915$154K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.3,191$126K0.01%+1213F-HRTimeline
Larson Financial Group LLC2,777$109K0.01%-17113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,731$108K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.2,600$102K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,048$80.6K<0.01%+2,04613F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,359$53.5K<0.01%+40013F-HRTimeline
COMERICA BANK1,340$52.8K<0.01%013F-HR/ATimeline
BLAIR WILLIAM & CO/IL1,210$47.6K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.820$32.3K<0.01%+42613F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC788$31K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC663$26.1K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.567$22.3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…255$10.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC116$5K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16$664<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc11$433<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$39<0.01%new13F-HRTimelineGroup