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Disclosery

AIVL WISDOMTREE TR

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US AI ENHANCED (fund)

117 managers (118 13F filers) reported a position in AIVL shares at 2024-12-31, 943,216 shares in all. 6 filers opened a position and 11 filers sold out during the quarter.

Managers
117
13F filers
118
New
6
Added
20
Reduced
35
Sold out
11
Shares held by filers
943,216

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
MORGAN STANLEYin group MORGAN STANLEY96,774$10.3M<0.01%-1,01613F-HR/ATimelineGroup
Jaffetilchin Investment Partners, LLC88,410$9.42M0.68%+50613F-HRTimeline
Noble Family Wealth, LLC81,697$8.7M2.4%-1,81113F-HRTimeline
LPL Financial LLC38,703$4.12M<0.01%-3,71813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,854$3.61M0.01%+513F-HRTimeline
CW Advisors, LLC27,000$2.88M0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,412$2.81M<0.01%-10013F-HRTimelineGroup
Salomon & Ludwin, LLC26,333$2.8M0.3%-97213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC25,114$2.68M0.77%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,708$2.63M<0.01%-7513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,002$2.34M<0.01%13F-HR/ATimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …21,830$2.33M0.35%-1,90013F-HRTimeline
WealthBridge Capital Management, LLC21,650$2.31M0.64%-11313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,569$2.19M0.01%-7013F-HRTimeline
MAI Capital Management17,686$1.88M0.01%+15213F-HRTimeline
Curi Capital, LLC15,630$1.66M0.04%-1,50013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,223$1.62M0.04%-1213F-HRTimelineGroup
Westside Investment Management, Inc.15,163$1.62M0.34%-92713F-HRTimeline
Well Done, LLC14,474$1.61M0.29%013F-HRTimeline
Prospera Financial Services Inc15,023$1.6M0.04%-34613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,257$1.41M<0.01%-32313F-HRTimeline
Biondo Investment Advisors, LLC12,908$1.37M0.19%-17013F-HRTimeline
Janney Montgomery Scott LLC11,664$1.24M<0.01%+40013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK10,439$1.11M0.04%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,821$940K<0.01%-25613F-HRTimelineGroup
Institute for Wealth Management, LLC.8,738$931K0.12%+2313F-HRTimeline
Aspen Grove Capital, LLC8,250$879K0.19%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,832$834K<0.01%+5,93713F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,828$834K<0.01%-46513F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC7,623$812K0.69%013F-HRTimeline
Cetera Investment Advisers7,620$812K<0.01%-59513F-HRTimeline
AMARILLO NATIONAL BANK7,031$749K0.14%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,017$747K0.01%+2,93813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,636$707K<0.01%-15,72513F-HRTimelineGroup
Kelman-Lazarov, Inc.6,469$689K0.12%013F-HRTimeline
Destiny Wealth Partners, LLC6,120$652K0.11%013F-HRTimeline
Perigon Wealth Management, LLC5,943$648K0.02%+1,78613F-HRTimeline
Cambridge Investment Research Advisors,…5,143$548K<0.01%-10013F-HRTimeline
Nadler Financial Group, Inc.5,130$546K0.06%-60013F-HRTimeline
NewEdge Advisors, LLC4,969$529K<0.01%-6013F-HRTimeline
LGL PARTNERS, LLC4,969$529K0.08%+1713F-HRTimeline
MONTAG A & ASSOCIATES INC4,935$526K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,910$523K<0.01%+1,29713F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding4,418$471K+1,083Timeline
Waverly Advisors, LLC4,322$460K0.01%-79113F-HRTimeline
Mariner, LLCin group Mariner, LLC4,277$456K<0.01%+113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,179$445K0.01%-80213F-HRTimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.4,085$435K0.29%013F-HRTimeline
OneDigital Investment Advisors LLC4,000$426K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.3,950$421K0.05%013F-HRTimeline
Performance Wealth Partners, LLC3,929$419K0.01%-12613F-HRTimeline
Altrius Capital Management Inc3,888$414K0.11%-24713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,785$403K0.05%-16913F-HRTimeline
NOVUS ADVISORS, LLC3,725$397K0.4%13F-HRTimeline
Tradition Wealth Management, LLC3,517$375K0.03%013F-HRTimeline
RS CRUM INC.3,415$364K0.09%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,407$363K0.05%-9013F-HRTimeline
Bouchey Financial Group, Ltd.2,840$303K0.03%013F-HRTimeline
Flaharty Asset Management, LLC2,798$298K0.04%013F-HRTimeline
TRUST CO OF VERMONT2,720$290K0.01%013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,695$287K0.23%-3313F-HRTimeline
McKinley Carter Wealth Services, Inc.2,688$286K0.02%-94213F-HRTimeline
CWM, LLCin group CWM, LLC2,600$277K<0.01%+38713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,533$270K<0.01%+28913F-HRTimelineGroup
Creative Planningin group Creative Planning2,492$265K<0.01%013F-HRTimelineGroup
&PARTNERS2,403$256K<0.01%013F-HRTimeline
Mezzasalma Advisors, LLC2,323$247K0.08%new13F-HRTimeline
Key Financial Inc2,258$240K0.05%+113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,255$240K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,198$234K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,124$226K0.01%013F-HRTimelineGroup
Element Wealth, LLC2,118$226K0.12%-4713F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC2,069$220K0.06%+1213F-HRTimeline
SAX WEALTH ADVISORS, LLC2,057$219K0.02%013F-HRTimeline
Cladis Investment Advisory, LLC2,000$213K0.15%013F-HRTimeline
Mengis Capital Management, Inc.1,970$210K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG1,482$158K<0.01%+60013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,365$145K0.08%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,365$145K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,170$125K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,000$107K0.04%new13F-HRTimeline
Clearstead Advisors, LLC973$104K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…900$95.9K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/787$83.8K<0.01%+31513F-HRTimelineGroup
Independence Bank of Kentucky775$82.6K0.01%013F-HRTimeline
Guardian Wealth Management, Inc.742$79K0.05%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources740$78.8K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/707$75.3K<0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC643$68.5K0.04%013F-HRTimeline
Lowe Wealth Advisors, LLC641$68.3K0.03%-22213F-HRTimeline
FMR LLCin group FMR LLC602$64.1K<0.01%+113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP587$62.5K<0.01%+213F-HRTimelineGroup
ORG Partners LLC550$58.6K0.01%new13F-HRTimeline
Bristlecone Advisors, LLC529$56.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC494$52.6K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO490$52.2K<0.01%-3,99913F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.475$50.6K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…456$48.6K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT380$40.5K<0.01%013F-HRTimeline
North Star Investment Management Corp.376$40.1K<0.01%013F-HRTimeline
Allworth Financial LP342$37.8K<0.01%-28713F-HRTimeline
POM Investment Strategies, LLC340$36.2K0.03%013F-HRTimeline
JNBA Financial Advisors295$31.4K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC200$21.3K0.01%013F-HRTimeline
AE Wealth Management LLC190$20.2K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…180$19.2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC152$16.2K<0.01%013F-HRTimeline
JDM Financial Group LLC150$16K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC140$14K<0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC105$11.2K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC100$10.7K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC74$8K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC63$6.71K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC58$6.21K<0.01%013F-HRTimeline
MTM Investment Management, LLC50$5.33K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3$320<0.01%-7413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.