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Disclosery

AIVL WISDOMTREE TR

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US AI ENHANCED (fund)

117 managers (117 13F filers) reported a position in AIVL shares at 2025-09-30, 911,331 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
117
13F filers
117
New
7
Added
24
Reduced
35
Sold out
10
Shares held by filers
911,331

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC89,434$10.2M0.61%+36813F-HRTimeline
Noble Family Wealth, LLC89,042$10.2M2.24%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY80,468$9.2M<0.01%+6,88013F-HR/ATimelineGroup
LPL Financial LLC40,941$4.68M<0.01%+39813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,443$4.51M<0.01%+11,31113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,781$3.52M<0.01%+25,43713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,584$3.5M<0.01%-1,12413F-HRTimeline
Salomon & Ludwin, LLC25,755$2.97M0.27%-36113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC24,737$2.83M0.66%-5313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,412$2.68M<0.01%+15,79213F-HRTimelineGroup
WealthBridge Capital Management, LLC21,099$2.41M0.57%-49513F-HRTimeline
Westside Investment Management, Inc.20,796$2.38M0.38%+5313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,527$2.35M<0.01%+24513F-HRTimelineGroup
MAI Capital Management16,440$1.88M0.01%-13113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,338$1.64M0.03%-22413F-HRTimelineGroup
Well Done, LLC13,334$1.52M0.26%-6013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,198$1.51M<0.01%013F-HRTimeline
Biondo Investment Advisors, LLC12,678$1.45M0.18%-6513F-HRTimeline
Curi Capital, LLC12,143$1.39M0.03%-6,60713F-HRTimeline
Global Retirement Partners, LLC12,118$1.38M0.03%013F-HRTimeline
Prospera Financial Services Inc11,588$1.32M0.02%-1013F-HRTimeline
Janney Montgomery Scott LLC11,411$1.3M<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,201$1.17M<0.01%+4013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,720$882K<0.01%-2213F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC7,623$871K0.63%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,372$842K<0.01%+5,09413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …7,300$834K0.13%013F-HRTimeline
Institute for Wealth Management, LLC.7,236$827K0.09%-63313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,080$809K<0.01%-4,69313F-HRTimelineGroup
AMARILLO NATIONAL BANK7,031$803K0.14%013F-HRTimeline
Kelman-Lazarov, Inc.6,432$735K0.11%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,247$714K<0.01%-113F-HRTimelineGroup
Destiny Wealth Partners, LLC6,120$699K0.09%013F-HRTimeline
NewEdge Advisors, LLC6,048$691K<0.01%+1,07913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,769$659K<0.01%-1,01013F-HRTimeline
Cambridge Investment Research Advisors,…5,648$645K<0.01%+93613F-HRTimeline
Perigon Wealth Management, LLC5,533$632K0.01%-34713F-HRTimeline
Cetera Investment Advisers5,492$628K<0.01%-11413F-HRTimeline
Nadler Financial Group, Inc.5,130$586K0.06%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,100$583K<0.01%-1,81413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,459$510K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,361$498K<0.01%-16113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,240$485K<0.01%+50113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,181$478K0.02%+113F-HRTimelineGroup
Waverly Advisors, LLC4,175$477K<0.01%-5013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.4,085$467K0.27%013F-HRTimeline
OneDigital Investment Advisors LLC4,000$457K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC3,878$443K0.02%-79913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,808$435K0.05%+1213F-HRTimeline
Performance Wealth Partners, LLC3,790$433K0.01%-5213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,735$427K<0.01%-48513F-HRTimelineGroup
VestGen Advisors, LLC3,566$408K0.01%013F-HRTimeline
Creative Planningin group Creative Planning3,507$401K<0.01%+1,01513F-HRTimelineGroup
RS CRUM INC.3,415$390K0.09%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,407$389K0.04%013F-HRTimeline
WEBSTER BANK, N. A.3,030$346K0.03%013F-HRTimeline
Aspen Grove Capital, LLC3,000$343K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,929$335K0.01%-53313F-HRTimelineGroup
LGL PARTNERS, LLC2,914$333K0.14%+1213F-HRTimeline
&PARTNERS2,903$332K<0.01%+50013F-HRTimeline
Tradition Wealth Management, LLC2,875$329K0.02%013F-HRTimeline
Bouchey Financial Group, Ltd.2,840$325K0.03%013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,688$307K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC2,550$291K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,514$287K<0.01%-2313F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.2,495$285K0.19%-22013F-HRTimeline
HighTower Advisors, LLC2,470$282K<0.01%+4013F-HRTimeline
Mezzasalma Advisors, LLC2,348$268K0.07%+913F-HRTimeline
TRUST CO OF VERMONT2,300$263K0.01%-42013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,255$258K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,124$243K0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,103$240K<0.01%013F-HRTimeline
Avant Capital LLC2,100$240K0.17%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC2,057$235K0.01%013F-HRTimeline
Cladis Investment Advisory, LLC2,000$229K0.13%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,987$227K0.05%013F-HRTimeline
Sequent Planning LLC1,872$214K0.06%-7913F-HRTimeline
BRIGHTON JONES LLC1,853$212K0.01%+213F-HRTimeline
Key Financial Inc1,837$210K0.04%013F-HRTimeline
Mengis Capital Management, Inc.1,795$205K0.04%-2513F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,671$191K0.02%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,368$156K0.07%+213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,365$156K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,170$134K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,000$114K0.04%013F-HRTimeline
Clearstead Advisors, LLC973$111K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…816$93.2K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…800$91.4K<0.01%-10013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources740$84.6K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP666$75.7K<0.01%-8313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/662$75.7K<0.01%-1013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC643$73.5K0.04%013F-HRTimeline
Independence Bank of Kentucky625$71.4K0.01%-15013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO620$70.9K<0.01%+13013F-HR/ATimelineGroup
FMR LLCin group FMR LLC602$68.8K<0.01%013F-HRTimelineGroup
Lowe Wealth Advisors, LLC591$67.5K0.02%013F-HRTimeline
SIGNATUREFD, LLC494$56.4K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.430$49.1K0.03%013F-HRTimeline
ALBION FINANCIAL GROUP /UT380$43.4K<0.01%013F-HRTimeline
Glassman Wealth Services357$40.8K0.01%013F-HRTimeline
Anchor Investment Management, LLC351$40.2K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC340$38.9K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…324$37K<0.01%013F-HRTimeline
JNBA Financial Advisors295$33.7K<0.01%013F-HRTimeline
Allworth Financial LP288$32.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.286$32.7K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC264$30.2K<0.01%+16413F-HRTimeline
Hughes Financial Services, LLC253$28.6K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC226$25.8K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…180$20.6K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC152$17.4K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC150$17.1K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…142$16.2K<0.01%-45513F-HRTimelineGroup
Dynamic Wealth Strategies, LLC117$13.4K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…87$9.94K<0.01%-2,51613F-HRTimelineGroup
WealthShield Partners, LLC58$6.67K<0.01%013F-HRTimeline
MTM Investment Management, LLC50$5.71K<0.01%013F-HRTimeline