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Disclosery

AIVL WISDOMTREE TR

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US AI ENHANCED (fund)

121 managers (121 13F filers) reported a position in AIVL shares at 2025-03-31, 948,179 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
121
13F filers
121
New
8
Added
20
Reduced
41
Sold out
6
Shares held by filers
948,179

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
MORGAN STANLEYin group MORGAN STANLEY94,840$10.4M<0.01%-1,93413F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC88,698$9.74M0.71%+28813F-HRTimeline
Noble Family Wealth, LLC81,502$8.95M2.46%-19513F-HRTimeline
LPL Financial LLC40,073$4.4M<0.01%+1,37013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,900$4.16M0.01%+4,04613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,823$3.93M<0.01%+9,41113F-HR/ATimelineGroup
CW Advisors, LLC27,000$2.96M0.04%013F-HRTimeline
Salomon & Ludwin, LLC26,259$2.88M0.31%-7413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC24,861$2.73M0.76%-25313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,566$2.48M<0.01%-2,14213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,729$2.39M<0.01%-27313F-HRTimelineGroup
WealthBridge Capital Management, LLC21,554$2.37M0.67%-9613F-HRTimeline
Westside Investment Management, Inc.18,883$2.07M0.44%+3,72013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,413$2.02M<0.01%-2,15613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …18,030$1.98M0.3%-3,80013F-HRTimeline
MAI Capital Management16,571$1.82M0.01%-1,11513F-HRTimeline
Curi Capital, LLC15,195$1.67M0.04%-43513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,968$1.64M0.04%-25513F-HRTimelineGroup
Well Done, LLC14,099$1.5M0.27%-37513F-HRTimeline
Prospera Financial Services Inc13,377$1.47M0.03%-1,64613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,258$1.46M<0.01%+113F-HRTimeline
Biondo Investment Advisors, LLC12,733$1.4M0.2%-17513F-HRTimeline
Janney Montgomery Scott LLC11,411$1.25M<0.01%-25313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,498$1.15M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,852$972K<0.01%+3113F-HRTimelineGroup
Institute for Wealth Management, LLC.8,756$961K0.12%+1813F-HRTimeline
Aspen Grove Capital, LLC8,250$906K0.17%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,959$874K0.03%+94213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,845$861K<0.01%+1713F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC7,623$837K0.7%013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,586$833K<0.01%+2,67613F-HRTimelineGroup
AMARILLO NATIONAL BANK7,031$772K0.15%013F-HRTimeline
Kelman-Lazarov, Inc.6,484$712K0.13%+1513F-HRTimeline
Destiny Wealth Partners, LLC6,120$672K0.11%013F-HRTimeline
Perigon Wealth Management, LLC5,943$653K0.02%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,855$643K<0.01%-1,97713F-HR/ATimelineGroup
Cetera Investment Advisers5,439$597K<0.01%-2,18113F-HRTimeline
Nadler Financial Group, Inc.5,130$563K0.06%013F-HRTimeline
Cambridge Investment Research Advisors,…5,068$556K<0.01%-7513F-HRTimeline
NewEdge Advisors, LLC4,969$546K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC4,935$542K0.03%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,694$515K<0.01%+41713F-HRTimelineGroup
Waverly Advisors, LLC4,307$473K0.01%-1513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,180$459K0.01%+113F-HRTimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.4,085$449K0.33%013F-HRTimeline
OneDigital Investment Advisors LLC4,000$439K0.01%013F-HRTimeline
Performance Wealth Partners, LLC3,902$428K0.02%-2713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,795$417K0.06%+1013F-HRTimeline
Armstrong, Fleming & Moore, Inc3,762$413K0.5%new13F-HRTimeline
Altrius Capital Management Inc3,643$400K0.1%-24513F-HRTimeline
VestGen Advisors, LLC3,566$392K0.02%13F-HRTimeline
WEBSTER BANK, N. A.3,500$384K0.04%-45013F-HRTimeline
RS CRUM INC.3,415$375K0.1%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,407$374K0.05%013F-HRTimeline
NOVUS ADVISORS, LLC3,230$355K0.36%-49513F-HRTimeline
Tradition Wealth Management, LLC3,196$351K0.03%-32113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding3,031$333K-1,387Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,983$328K<0.01%-3,65313F-HRTimelineGroup
LGL PARTNERS, LLC2,890$317K0.15%-2,07913F-HRTimeline
Bouchey Financial Group, Ltd.2,840$312K0.03%013F-HRTimeline
TRUST CO OF VERMONT2,720$299K0.01%013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,704$297K0.25%+913F-HRTimeline
McKinley Carter Wealth Services, Inc.2,688$295K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,603$286K<0.01%+2,60013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,550$280K<0.01%-5013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,535$278K<0.01%+213F-HRTimelineGroup
Creative Planningin group Creative Planning2,492$274K<0.01%013F-HRTimelineGroup
&PARTNERS2,403$262K<0.01%013F-HRTimeline
Mezzasalma Advisors, LLC2,330$256K0.09%+713F-HRTimeline
HighTower Advisors, LLC2,271$249K<0.01%new13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,255$248K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,124$233K0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,103$231K<0.01%-9513F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC2,069$227K0.07%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,057$226K0.02%013F-HRTimeline
Element Wealth, LLC2,052$225K0.12%-6613F-HRTimeline
Key Financial Inc2,042$224K0.05%-21613F-HRTimeline
Cladis Investment Advisory, LLC2,000$220K0.16%013F-HRTimeline
Mengis Capital Management, Inc.1,970$216K0.05%013F-HRTimeline
BRIGHTON JONES LLC1,848$203K0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,365$150K0.08%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,365$133K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,170$128K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,000$110K0.04%013F-HRTimeline
Clearstead Advisors, LLC973$107K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…900$98.8K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG880$96.6K<0.01%-60213F-HRTimelineGroup
Independence Bank of Kentucky775$85.1K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources740$81.3K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/682$74.9K<0.01%-2513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP676$73.7K<0.01%+8913F-HR/ATimelineGroup
ARCADIA INVESTMENT ADVISORS LLC643$70.6K0.04%013F-HRTimeline
Lowe Wealth Advisors, LLC641$70.4K0.03%013F-HRTimeline
FMR LLCin group FMR LLC601$66K<0.01%-113F-HRTimelineGroup
ORG Partners LLC550$60.4K0.01%013F-HRTimeline
Bristlecone Advisors, LLC529$58.1K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.495$54.4K0.04%-24713F-HRTimeline
SIGNATUREFD, LLC494$54.2K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO490$53.8K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.475$52.2K0.04%013F-HRTimeline
Flaharty Asset Management, LLC418$45.9K0.01%-2,38013F-HRTimeline
ALBION FINANCIAL GROUP /UT380$41.7K<0.01%013F-HRTimeline
Glassman Wealth Services357$39.2K0.01%new13F-HRTimeline
POM Investment Strategies, LLC340$37.3K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…324$35.6K<0.01%-13213F-HRTimeline
JNBA Financial Advisors295$32.4K<0.01%013F-HRTimeline
North Star Investment Management Corp.286$31.4K<0.01%-9013F-HRTimeline
Allworth Financial LP288$30.3K<0.01%-5413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC275$30.2K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC253$27.8K0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC200$22K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…180$19.8K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC152$16.7K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC140$15.4K0.01%013F-HRTimeline
AE Wealth Management LLC120$13.2K<0.01%-7013F-HRTimeline
Dynamic Wealth Strategies, LLC117$12.8K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC100$11K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC74$8K0.01%013F-HRTimeline
WealthShield Partners, LLC58$6.4K<0.01%013F-HRTimeline
MTM Investment Management, LLC50$5.49K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.