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Disclosery

AIVI WISDOMTREE TR

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INTERNTNL AI ENH (fund)

34 managers (34 13F filers) reported a position in AIVI shares at 2025-03-31, 326,064 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
34
13F filers
34
New
6
Added
7
Reduced
12
Sold out
3
Shares held by filers
326,064

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC49,918$2.19M0.14%-5,41513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY49,874$2.19M<0.01%-40313F-HRTimelineGroup
FLOW TRADERS U.S. LLC44,067$1.93M0.08%+90813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,680$1.52M<0.01%-1,59513F-HRTimelineGroup
LPL Financial LLC28,104$1.23M<0.01%+1,17213F-HRTimeline
Truvestments Capital LLC14,190$622K0.14%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,491$595K<0.01%+1513F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG12,473$547K<0.01%+1,24513F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,125$488K<0.01%new13F-HRTimeline
XML Financial, LLC8,794$385K0.04%-26513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,878$301K<0.01%new13F-HR/ATimelineGroup
EP Wealth Advisors, LLC5,960$261K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,578$244K<0.01%-6,92813F-HR/ATimelineGroup
Creative Planningin group Creative Planning5,511$242K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC5,137$225K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,062$222K<0.01%-65913F-HRTimelineGroup
ASSET PLANNING CORPORATION4,697$206K0.12%new13F-HRTimeline
GHP Investment Advisors, Inc.3,195$140K0.01%+413F-HRTimeline
Larson Financial Group LLC2,773$122K0.01%-413F-HRTimeline
TD Waterhouse Canada Inc.2,600$114K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,204$96.6K<0.01%-52713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,055$90K<0.01%-1,86013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,701$74.5K<0.01%-34713F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,359$59.6K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,210$53K<0.01%013F-HRTimeline
COMERICA BANK1,193$52.3K<0.01%-14713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.822$36K<0.01%+213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC663$29.1K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.567$24.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC116$5K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49$2.19K<0.01%+3313F-HRTimelineGroup
AdvisorNet Financial, Inc11$482<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7$307<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-25513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.