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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 2025-06-30, 260,045 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
31
13F filers
31
New
3
Added
7
Reduced
6
Sold out
6
Shares held by filers
260,045

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY61,117$2.94M<0.01%+11,24313F-HRTimelineGroup
BIP Wealth, LLC48,125$2.32M0.14%-1,79313F-HRTimeline
LPL Financial LLC29,332$1.41M<0.01%+1,22813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,826$858K<0.01%-16,85413F-HRTimelineGroup
Truvestments Capital LLC14,336$690K0.14%+14613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,682$658K<0.01%+19113F-HRTimelineGroup
UBS Group AGin group UBS Group AG11,670$562K<0.01%-80313F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,125$536K<0.01%013F-HRTimeline
XML Financial, LLC8,794$424K0.04%013F-HRTimeline
EP Wealth Advisors, LLC5,960$287K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning5,511$265K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,183$250K<0.01%+12113F-HRTimelineGroup
ASSET PLANNING CORPORATION4,697$226K0.12%013F-HRTimeline
Mezzasalma Advisors, LLC4,398$212K0.06%new13F-HRTimeline
GHP Investment Advisors, Inc.3,227$155K0.01%+3213F-HRTimeline
Larson Financial Group LLC2,747$132K0.01%-2613F-HRTimeline
TD Waterhouse Canada Inc.2,600$126K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,204$106K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,055$99K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,659$79.9K<0.01%+30013F-HRTimeline
BLAIR WILLIAM & CO/IL1,210$58.3K<0.01%013F-HRTimeline
COMERICA BANK1,193$57.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC663$31.9K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.422$20.3K<0.01%-40013F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\131$6.31K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC116$6K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49$2.4K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc11$530<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$53<0.01%-1,70013F-HRTimelineGroup
FMR LLCin group FMR LLC1$48<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.