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Disclosery

AIVL WISDOMTREE TR

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US AI ENHANCED (fund)

118 managers (118 13F filers) reported a position in AIVL shares at 2025-12-31, 865,863 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
118
13F filers
118
New
9
Added
22
Reduced
34
Sold out
10
Shares held by filers
865,863

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Jaffetilchin Investment Partners, LLC89,862$10.3M0.6%+42813F-HRTimeline
Noble Family Wealth, LLC88,825$10.2M2.15%-21713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY79,464$9.14M<0.01%-1,00413F-HR/ATimelineGroup
LPL Financial LLC48,178$5.54M<0.01%+7,23713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,769$4.11M<0.01%-3,67413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,925$3.56M0.01%+14413F-HRTimelineGroup
Salomon & Ludwin, LLC25,498$2.97M0.26%-25713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,741$2.96M<0.01%-4,84313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC24,579$2.83M0.64%-15813F-HRTimeline
WealthBridge Capital Management, LLC21,082$2.42M0.55%-1713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,276$2.33M<0.01%-25113F-HRTimelineGroup
MAI Capital Management16,353$1.88M0.01%-8713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,176$1.63M0.03%-16213F-HRTimelineGroup
Biondo Investment Advisors, LLC13,418$1.54M0.19%+74013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …13,400$1.54M0.21%+6,10013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,198$1.52M<0.01%013F-HRTimeline
Well Done, LLC13,125$1.51M0.23%-20913F-HRTimeline
Curi Capital, LLC12,143$1.4M0.02%013F-HRTimeline
Global Retirement Partners, LLC12,118$1.39M0.02%013F-HRTimeline
Prospera Financial Services Inc10,980$1.26M0.02%-60813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,361$1.19M<0.01%+16013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,063$927K0.01%+69113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,974$917K<0.01%+25413F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC7,623$876K0.6%013F-HRTimeline
Janney Montgomery Scott LLC7,528$866K<0.01%-3,88313F-HRTimeline
AMARILLO NATIONAL BANK7,031$808K0.14%013F-HRTimeline
Institute for Wealth Management, LLC.6,936$798K0.08%-30013F-HRTimeline
Kelman-Lazarov, Inc.6,420$738K0.11%-1213F-HRTimeline
Destiny Wealth Partners, LLC6,120$735K0.08%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,247$718K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,736$660K<0.01%-3313F-HRTimeline
Cetera Investment Advisers5,667$652K<0.01%+17513F-HRTimeline
Cambridge Investment Research Advisors,…5,622$646K<0.01%-2613F-HRTimeline
Perigon Wealth Management, LLC5,536$636K0.01%+313F-HRTimeline
Decker Wealth Management LLC5,056$581K0.13%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,043$580K<0.01%-5713F-HRTimelineGroup
NewEdge Advisors, LLC4,828$555K<0.01%-1,22013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,459$513K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,242$488K<0.01%+213F-HRTimelineGroup
MONTAG A & ASSOCIATES INC4,228$486K0.02%+35013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,221$485K<0.01%new13F-HRTimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.4,085$470K0.27%013F-HRTimeline
Nadler Financial Group, Inc.4,055$466K0.04%-1,07513F-HRTimeline
OneDigital Investment Advisors LLC4,000$460K<0.01%013F-HRTimeline
Waverly Advisors, LLC3,937$453K<0.01%-23813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,822$439K0.05%+1413F-HRTimeline
MLP3, LLC3,762$433K0.47%13F-HRTimeline
Performance Wealth Partners, LLC3,747$431K0.01%-4313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,745$431K<0.01%+1013F-HRTimelineGroup
Creative Planningin group Creative Planning3,507$403K<0.01%013F-HRTimelineGroup
RS CRUM INC.3,415$393K0.08%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,407$392K0.04%013F-HRTimeline
WEBSTER BANK, N. A.3,030$348K0.03%013F-HRTimeline
Aspen Grove Capital, LLC3,000$345K0.06%013F-HRTimeline
LGL PARTNERS, LLC2,928$337K0.14%+1413F-HRTimeline
&PARTNERS2,903$334K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC2,875$331K0.02%013F-HRTimeline
Bouchey Financial Group, Ltd.2,840$327K0.02%013F-HRTimeline
KINTRA WEALTH, LLC2,739$315K0.04%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.2,688$309K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,647$304K0.01%-1,53413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,554$294K<0.01%-20,85813F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,550$293K<0.01%013F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.2,507$288K0.18%+1213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,492$286K<0.01%-2213F-HRTimelineGroup
HighTower Advisors, LLC2,472$284K<0.01%+213F-HRTimeline
Mezzasalma Advisors, LLC2,358$272K0.07%+1013F-HRTimeline
TRUST CO OF VERMONT2,300$264K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,256$260K<0.01%new13F-HR/ATimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,255$259K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,124$244K0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,103$242K<0.01%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,057$237K0.01%013F-HRTimeline
Avant Capital LLC2,026$233K0.16%-7413F-HRTimeline
Cladis Investment Advisory, LLC2,000$230K0.13%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,987$228K0.05%013F-HRTimeline
Key Financial Inc1,838$211K0.04%+113F-HRTimeline
Mengis Capital Management, Inc.1,795$206K0.04%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,763$203K<0.01%new13F-HR/ATimeline
Steigerwald, Gordon & Koch Inc.1,671$192K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG1,525$175K<0.01%-2,83613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,365$157K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,270$146K0.05%-9813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,170$135K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,111$128K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,000$115K0.03%013F-HRTimeline
Clearstead Advisors, LLC973$112K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP828$95.2K<0.01%+16213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…816$93.8K<0.01%013F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources740$85.1K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC664$76.3K<0.01%+6213F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC643$73.9K0.03%013F-HRTimeline
Independence Bank of Kentucky625$71.9K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/622$71.5K<0.01%-4013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO490$56.3K<0.01%-13013F-HRTimelineGroup
Bravera Wealth488$56.1K0.03%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.385$44.3K0.03%-4513F-HRTimeline
Glassman Wealth Services357$41K0.01%013F-HRTimeline
Anchor Investment Management, LLC353$40.6K<0.01%+213F-HRTimeline
Westside Investment Management, Inc.350$40.3K0.01%-20,44613F-HRTimeline
POM Investment Strategies, LLC340$39.1K0.02%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/333$38.3K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT325$37.4K<0.01%-5513F-HRTimeline
Steward Partners Investment Advisory, L…324$37.3K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…305$35.1K0.01%new13F-HRTimeline
JNBA Financial Advisors295$33.9K<0.01%013F-HRTimeline
Allworth Financial LP288$33.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.286$32.9K<0.01%013F-HRTimeline
Hughes Financial Services, LLC253$29.1K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…230$26.4K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC226$26K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…180$20.7K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC117$13.5K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…87$10K<0.01%013F-HR/ATimelineGroup
Glen Eagle Advisors, LLC64$7.36K<0.01%-20013F-HRTimeline
WealthShield Partners, LLC58$6.71K<0.01%013F-HRTimeline
MTM Investment Management, LLC50$5.75K<0.01%013F-HRTimeline
AE Wealth Management LLC36$4.17K<0.01%new13F-HRTimeline