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Disclosery

AIVL WISDOMTREE TR

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US AI ENHANCED (fund)

122 managers (122 13F filers) reported a position in AIVL shares at 2025-06-30, 898,080 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
122
13F filers
122
New
6
Added
24
Reduced
35
Sold out
6
Shares held by filers
898,080

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
Jaffetilchin Investment Partners, LLC89,066$10.1M0.66%+36813F-HRTimeline
Noble Family Wealth, LLC89,042$10.1M2.46%+7,54013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY73,588$8.32M<0.01%-21,25213F-HRTimelineGroup
LPL Financial LLC40,543$4.58M<0.01%+47013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,708$3.58M<0.01%-6,19213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,132$3.18M<0.01%-7,69113F-HR/ATimelineGroup
CW Advisors, LLC27,000$3.05M0.03%013F-HRTimeline
Salomon & Ludwin, LLC26,116$2.97M0.29%-14313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC24,790$2.8M0.7%-7113F-HRTimeline
WealthBridge Capital Management, LLC21,594$2.44M0.62%+4013F-HRTimeline
Westside Investment Management, Inc.20,743$2.35M0.44%+1,86013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,282$2.29M<0.01%-1,44713F-HRTimelineGroup
Curi Capital, LLC18,750$2.12M0.04%+3,55513F-HRTimeline
MAI Capital Management16,571$1.87M0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,562$1.65M0.03%-40613F-HRTimelineGroup
Well Done, LLC13,394$1.51M0.28%-70513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,198$1.49M<0.01%-6013F-HRTimeline
Biondo Investment Advisors, LLC12,743$1.44M0.19%+1013F-HRTimeline
Global Retirement Partners, LLC12,118$1.37M0.03%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,773$1.33M<0.01%-10,79313F-HRTimelineGroup
Prospera Financial Services Inc11,598$1.31M0.02%-1,77913F-HRTimeline
Janney Montgomery Scott LLC11,411$1.29M<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,161$1.15M<0.01%+1,30913F-HRTimelineGroup
Institute for Wealth Management, LLC.7,869$890K0.1%-88713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,742$875K<0.01%-10313F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC7,623$862K0.69%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,620$862K<0.01%-2,87813F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …7,300$825K0.14%-10,73013F-HRTimeline
AMARILLO NATIONAL BANK7,031$795K0.15%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,914$782K<0.01%+1,05913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,779$766K<0.01%-11,63413F-HRTimeline
Kelman-Lazarov, Inc.6,432$727K0.12%-5213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,248$706K<0.01%new13F-HRTimelineGroup
Destiny Wealth Partners, LLC6,120$692K0.09%013F-HRTimeline
Perigon Wealth Management, LLC5,880$665K0.02%-6313F-HRTimeline
Cetera Investment Advisers5,606$634K<0.01%+16713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,344$604K<0.01%-2,24213F-HR/ATimelineGroup
Nadler Financial Group, Inc.5,130$580K0.06%013F-HRTimeline
NewEdge Advisors, LLC4,969$562K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,739$536K<0.01%+1,75613F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,712$533K<0.01%-35613F-HRTimeline
MONTAG A & ASSOCIATES INC4,677$529K0.03%-25813F-HRTimeline
UBS Group AGin group UBS Group AG4,522$511K<0.01%+3,64213F-HRTimelineGroup
Waverly Advisors, LLC4,225$478K0.01%-8213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,220$477K<0.01%+1,18913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,180$473K0.02%013F-HRTimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.4,085$462K0.29%013F-HRTimeline
OneDigital Investment Advisors LLC4,000$452K0.01%013F-HRTimeline
Performance Wealth Partners, LLC3,842$434K0.01%-6013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,796$429K0.05%+113F-HRTimeline
Mariner, LLCin group Mariner, LLC3,739$423K<0.01%-95513F-HRTimelineGroup
Altrius Capital Management Inc3,690$417K0.1%+4713F-HRTimeline
VestGen Advisors, LLC3,566$403K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,462$391K0.01%-4,49713F-HRTimelineGroup
RS CRUM INC.3,415$386K0.09%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,407$385K0.05%013F-HRTimeline
NOVUS ADVISORS, LLC3,230$365K0.56%013F-HRTimeline
WEBSTER BANK, N. A.3,030$343K0.04%-47013F-HRTimeline
Aspen Grove Capital, LLC3,000$339K0.06%-5,25013F-HRTimeline
Tradition Wealth Management, LLC2,875$325K0.03%-32113F-HRTimeline
LGL PARTNERS, LLC2,902$324K0.14%+1213F-HRTimeline
Bouchey Financial Group, Ltd.2,840$321K0.03%013F-HRTimeline
TRUST CO OF VERMONT2,720$308K0.01%013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,715$307K0.23%+1113F-HRTimeline
McKinley Carter Wealth Services, Inc.2,688$304K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,603$294K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,550$288K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,537$287K<0.01%+213F-HRTimelineGroup
Creative Planningin group Creative Planning2,492$282K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC2,430$275K<0.01%+15913F-HRTimeline
&PARTNERS2,403$272K<0.01%013F-HRTimeline
Mezzasalma Advisors, LLC2,339$264K0.08%+913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,278$258K<0.01%new13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,255$255K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,124$240K0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,103$238K<0.01%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,057$233K0.01%013F-HRTimeline
Element Wealth, LLC2,030$230K0.11%-2213F-HRTimeline
Cladis Investment Advisory, LLC2,000$226K0.14%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,987$225K0.06%-8213F-HRTimeline
Sequent Planning LLC1,951$221K0.07%new13F-HRTimeline
BRIGHTON JONES LLC1,851$209K0.01%+313F-HRTimeline
Key Financial Inc1,837$208K0.04%-20513F-HRTimeline
Mengis Capital Management, Inc.1,820$206K0.04%-15013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,366$154K0.08%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,365$154K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,170$132K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,000$113K0.04%013F-HRTimeline
Clearstead Advisors, LLC973$110K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…900$102K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky775$87.6K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP749$84.3K<0.01%+7313F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources740$83.7K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/672$76K<0.01%-1013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC643$72.7K0.04%013F-HRTimeline
FMR LLCin group FMR LLC602$68.1K<0.01%+113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…597$67.5K<0.01%new13F-HRTimelineGroup
Lowe Wealth Advisors, LLC591$66.8K0.03%-5013F-HRTimeline
ORG Partners LLC550$62.6K0.01%013F-HRTimeline
Bristlecone Advisors, LLC529$59.8K0.01%013F-HRTimeline
SIGNATUREFD, LLC494$55.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO490$55.4K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.430$48.6K0.03%-4513F-HRTimeline
ALBION FINANCIAL GROUP /UT380$43K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC362$40.9K<0.01%new13F-HR/ATimeline
Glassman Wealth Services357$40.4K0.01%013F-HRTimeline
POM Investment Strategies, LLC340$38.4K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…324$36.6K<0.01%013F-HRTimeline
JNBA Financial Advisors295$33.4K<0.01%013F-HRTimeline
Allworth Financial LP288$32.6K<0.01%013F-HRTimeline
North Star Investment Management Corp.286$32.3K<0.01%013F-HRTimeline
Hughes Financial Services, LLC253$28.3K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC226$25.6K0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC200$22.6K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…180$20.4K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC140$15K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC117$13.2K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC100$11.3K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC74$8K0.01%013F-HRTimeline
WealthShield Partners, LLC58$6.59K<0.01%013F-HRTimeline
MTM Investment Management, LLC50$5.65K<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.