Skip to content
Disclosery

AIVL WISDOMTREE TR

Follow

US AI ENHANCED (fund)

129 managers (129 13F filers) reported a position in AIVL shares at 2026-06-30, 822,208 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
129
13F filers
129
New
14
Added
30
Reduced
40
Sold out
4
Shares held by filers
822,208

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
Noble Family Wealth, LLC87,291$11.4M2.05%-78413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY80,689$10.6M<0.01%-6913F-HRTimelineGroup
LPL Financial LLC51,487$6.75M<0.01%+73413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,977$4.06M<0.01%+11813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,612$3.75M<0.01%+3,81013F-HRTimelineGroup
Salomon & Ludwin, LLC24,856$3.23M0.27%-42713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC23,362$3.06M0.61%-13113F-HRTimeline
WealthBridge Capital Management, LLC20,865$2.74M0.54%-22013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,843$2.73M<0.01%-7,06613F-HRTimeline
Westside Investment Management, Inc.20,811$2.73M0.36%-14413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,924$2.35M<0.01%-66013F-HRTimelineGroup
MAI Capital Management16,149$2.12M0.01%-12213F-HRTimeline
Integrated Advisors Network LLC14,970$1.96M0.09%new13F-HRTimeline
Biondo Investment Advisors, LLC13,875$1.82M0.22%+24213F-HRTimeline
Well Done, LLC13,281$1.74M0.23%-5613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,875$1.69M<0.01%-6,46113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,714$1.67M<0.01%-53113F-HRTimeline
Global Retirement Partners, LLC12,118$1.59M0.02%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,533$1.51M0.02%-6013F-HRTimelineGroup
Curi Capital, LLC11,041$1.45M0.02%-59213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …10,400$1.36M0.16%-1,50013F-HRTimeline
Prospera Financial Services Inc10,264$1.35M0.02%-31213F-HRTimeline
Mariner, LLCin group Mariner, LLC9,298$1.22M<0.01%+5,09713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,231$1.21M<0.01%-1,80613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,256$1.08M0.01%-31913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,747$1.02M<0.01%+2113F-HRTimelineGroup
Janney Montgomery Scott LLC7,519$986K<0.01%-913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,316$959K0.57%-30713F-HRTimeline
AMARILLO NATIONAL BANK7,031$922K0.15%-17513F-HRTimeline
Institute for Wealth Management, LLC.6,713$880K0.08%-1513F-HRTimeline
Kelman-Lazarov, Inc.6,387$838K0.11%-1213F-HRTimeline
Dickmeyer Boyce Financial Management, I…6,190$812K0.42%-15913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,877$771K<0.01%-1,52213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,722$750K<0.01%+27713F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,697$747K<0.01%-20113F-HRTimelineGroup
Cetera Investment Advisers5,671$744K<0.01%-19713F-HRTimeline
Cambridge Investment Research Advisors,…5,653$741K<0.01%-7713F-HR/ATimeline
Perigon Wealth Management, LLC5,540$727K0.01%+213F-HRTimeline
Arax Advisory Partners5,324$698K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,852$636K<0.01%-19713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,845$635K<0.01%new13F-HRTimelineGroup
Decker Wealth Management LLC4,766$625K0.13%-11513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,459$585K<0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC4,268$560K0.02%+1,31213F-HRTimeline
MONTAG A & ASSOCIATES INC4,228$554K0.02%013F-HRTimeline
KINTRA WEALTH, LLC4,013$546K0.03%+3213F-HRTimeline
OneDigital Investment Advisors LLC4,000$525K<0.01%013F-HRTimeline
NewEdge Advisors, LLC3,951$518K<0.01%-87613F-HRTimeline
Waverly Advisors, LLC3,882$509K<0.01%+113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,823$501K0.05%+1213F-HRTimeline
Nadler Financial Group, Inc.3,730$489K0.04%013F-HRTimeline
Performance Wealth Partners, LLC3,727$489K0.01%013F-HRTimeline
VestGen Advisors, LLC3,566$468K0.01%-3,56613F-HRTimeline
Creative Planningin group Creative Planning3,507$460K<0.01%013F-HRTimelineGroup
RS CRUM INC.3,415$448K0.08%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,347$439K<0.01%-1,30313F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.3,325$436K0.04%013F-HRTimeline
Aspen Grove Capital, LLC3,000$393K0.06%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,915$382K<0.01%-1,12813F-HRTimelineGroup
LGL PARTNERS, LLC2,909$381K0.14%-2813F-HRTimeline
&PARTNERS2,903$381K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC2,875$377K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,874$377K0.01%+22713F-HRTimelineGroup
Bouchey Financial Group, Ltd.2,840$372K0.02%013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,688$352K0.02%013F-HRTimeline
HighTower Advisors, LLC2,651$348K<0.01%+17713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,496$327K<0.01%+313F-HRTimelineGroup
WEBSTER BANK, N. A.2,380$312K0.03%-32413F-HRTimeline
Mezzasalma Advisors, LLC2,374$311K0.06%+913F-HRTimeline
Fingerlakes Wealth Management, Inc.2,268$297K0.16%+913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,256$296K<0.01%+52713F-HR/ATimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,180$286K<0.01%-3513F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,124$279K0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,103$276K<0.01%013F-HRTimeline
Sequent Planning LLC2,077$272K0.06%+29113F-HRTimeline
Cladis Investment Advisory, LLC2,000$262K0.12%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,987$261K0.05%013F-HRTimeline
Merit Financial Group, LLC1,841$241K<0.01%+313F-HR/ATimeline
Key Financial Inc1,839$241K0.04%+113F-HRTimeline
SAX WEALTH ADVISORS, LLC2,057$238K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,800$236K0.01%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,763$231K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,736$228K0.01%+5413F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,734$227K<0.01%013F-HRTimeline
Avant Capital LLC1,723$226K0.14%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,671$219K0.02%013F-HRTimeline
Mengis Capital Management, Inc.1,670$219K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,404$184K<0.01%+26313F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,273$167K0.08%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.1,172$154K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,111$146K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,103$145K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,033$135K<0.01%+20913F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,000$131K0.04%013F-HRTimeline
Clearstead Advisors, LLC973$128K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…816$107K<0.01%013F-HRTimelineGroup
Allworth Financial LP784$103K<0.01%+50113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources740$97K<0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC643$84.3K0.04%013F-HRTimeline
Independence Bank of Kentucky625$82K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…597$78.3K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/580$76.1K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC516$67.7K<0.01%+41413F-HRTimeline
Bravera Wealth488$64K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…456$59.8K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…408$53.5K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.398$52.2K0.03%013F-HRTimeline
AE Wealth Management LLC376$49.2K<0.01%+113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.375$49.2K0.03%013F-HRTimeline
Glassman Wealth Services357$46.8K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT310$40.7K<0.01%-1013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…308$40.3K0.01%+213F-HRTimeline
North Star Investment Management Corp.286$37.5K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC282$37K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC264$34.6K<0.01%+20013F-HRTimeline
Hughes Financial Services, LLC253$33.2K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC226$29.6K0.01%013F-HRTimeline
CoreCap Advisors, LLC200$26.2K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC171$22.4K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG171$22.4K<0.01%-32713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO169$22.1K<0.01%-48913F-HRTimelineGroup
Founders Financial Alliance, LLC152$19.9K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…134$17.6K<0.01%013F-HRTimelineGroup
Dynamic Wealth Strategies, LLC117$15.3K0.01%013F-HRTimeline
Buck Wealth Strategies, LLC72$9.41K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.54$7.08K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…52$6.73K<0.01%013F-HRTimeline
Virginia Estate & Retirement Planning A…162$6.59K0.01%new13F-HRTimeline
MTM Investment Management, LLC50$6.56K<0.01%013F-HRTimeline