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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 2026-03-31, 901,030 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
122
13F filers
122
New
13
Added
34
Reduced
35
Sold out
7
Shares held by filers
901,030

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Jaffetilchin Investment Partners, LLC90,139$10.4M0.62%+27713F-HRTimeline
Noble Family Wealth, LLC88,075$10.2M2.1%-75013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY80,758$9.34M<0.01%+1,29413F-HRTimelineGroup
LPL Financial LLC50,753$5.87M<0.01%+2,57513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,859$3.57M0.01%-6613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,909$3.23M<0.01%+2,16813F-HRTimeline
Salomon & Ludwin, LLC25,283$2.97M0.27%-21513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,802$2.87M<0.01%-10,96713F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC23,493$2.72M0.62%-1,08613F-HRTimeline
WealthBridge Capital Management, LLC21,085$2.44M0.56%+313F-HRTimeline
Westside Investment Management, Inc.20,955$2.43M0.37%+20,60513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,336$2.24M<0.01%+15,11513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,584$2.15M<0.01%-1,69213F-HRTimelineGroup
MAI Capital Management16,271$1.88M0.01%-8213F-HRTimeline
Biondo Investment Advisors, LLC13,633$1.58M0.2%+21513F-HRTimeline
Well Done, LLC13,337$1.54M0.23%+21213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,245$1.53M<0.01%+4713F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …11,900$1.38M0.19%-1,50013F-HRTimeline
Curi Capital, LLC11,633$1.35M0.02%-51013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,593$1.34M0.02%-2,58313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,037$1.28M<0.01%+67613F-HR/ATimelineGroup
Prospera Financial Services Inc10,576$1.22M0.02%-40413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,575$992K<0.01%+51213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,726$894K<0.01%-24813F-HRTimelineGroup
VestGen Advisors, LLC7,132$886K0.02%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,623$882K0.6%013F-HRTimeline
Janney Montgomery Scott LLC7,528$871K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,399$856K<0.01%new13F-HRTimelineGroup
AMARILLO NATIONAL BANK7,206$834K0.15%+17513F-HRTimeline
Institute for Wealth Management, LLC.6,728$778K0.08%-20813F-HRTimeline
Kelman-Lazarov, Inc.6,399$740K0.11%-2113F-HRTimeline
Dickmeyer Boyce Financial Management, I…6,349$735K0.43%13F-HRTimeline
Destiny Wealth Partners, LLC6,120$708K0.08%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,898$683K<0.01%-34913F-HRTimelineGroup
Cetera Investment Advisers5,868$679K<0.01%+20113F-HRTimeline
Cambridge Investment Research Advisors,…5,730$663K<0.01%+10813F-HRTimeline
Perigon Wealth Management, LLC5,538$641K0.01%+213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,445$630K<0.01%-29113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,049$580K<0.01%+613F-HRTimelineGroup
Decker Wealth Management LLC4,881$565K0.13%-17513F-HRTimeline
NewEdge Advisors, LLC4,827$559K<0.01%-113F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,650$538K<0.01%+90513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,459$516K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC4,228$489K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,201$486K<0.01%-4113F-HRTimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.4,085$473K0.29%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,043$468K<0.01%+1,48913F-HRTimelineGroup
OneDigital Investment Advisors LLC4,000$463K<0.01%013F-HRTimeline
KINTRA WEALTH, LLC3,981$461K0.03%+1,24213F-HRTimeline
Waverly Advisors, LLC3,881$449K<0.01%-5613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,811$441K0.05%-1113F-HRTimeline
MLP3, LLC3,762$435K0.48%013F-HRTimeline
Nadler Financial Group, Inc.3,730$432K0.04%-32513F-HRTimeline
Performance Wealth Partners, LLC3,727$431K0.01%-2013F-HRTimeline
Creative Planningin group Creative Planning3,507$406K<0.01%013F-HRTimelineGroup
RS CRUM INC.3,415$395K0.08%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,325$385K0.04%-8213F-HRTimeline
Aspen Grove Capital, LLC3,000$347K0.07%013F-HRTimeline
Bouchey Financial Group, Ltd.2,840$345K0.03%013F-HRTimeline
FLOW TRADERS U.S. LLC2,956$342K0.01%new13F-HRTimeline
LGL PARTNERS, LLC2,937$340K0.14%+913F-HRTimeline
&PARTNERS2,903$336K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC2,875$333K0.02%013F-HRTimeline
WEBSTER BANK, N. A.2,704$313K0.03%-32613F-HRTimeline
McKinley Carter Wealth Services, Inc.2,688$311K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,647$306K0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,493$288K<0.01%+113F-HRTimelineGroup
HighTower Advisors, LLC2,474$286K<0.01%+213F-HRTimeline
Mezzasalma Advisors, LLC2,365$274K0.07%+713F-HRTimeline
Fingerlakes Wealth Management, Inc.2,259$261K0.17%-24813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,215$256K<0.01%-4013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,163$250K<0.01%-38713F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,124$246K0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,103$243K<0.01%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,057$237K0.01%013F-HRTimeline
Cladis Investment Advisory, LLC2,000$231K0.13%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,987$230K0.05%013F-HRTimeline
Key Financial Inc1,838$213K0.04%013F-HRTimeline
Merit Financial Group, LLC1,838$213K<0.01%new13F-HRTimeline
Sequent Planning LLC1,786$207K0.05%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,734$201K<0.01%+1,41013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,729$200K<0.01%-52713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,682$195K0.01%new13F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.1,671$193K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,271$147K0.07%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,172$136K<0.01%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,141$130K<0.01%+31313F-HRTimelineGroup
Farther Finance Advisors, LLC1,111$130K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,000$116K0.03%013F-HRTimeline
Clearstead Advisors, LLC973$113K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC905$105K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC824$95.4K<0.01%+16013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…816$94.4K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources740$85.6K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO658$74.7K<0.01%+16813F-HR/ATimelineGroup
ARCADIA INVESTMENT ADVISORS LLC643$74.4K0.04%013F-HRTimeline
Independence Bank of Kentucky625$72.3K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/580$67.1K<0.01%-4213F-HRTimelineGroup
UBS Group AGin group UBS Group AG498$57.6K<0.01%-1,02713F-HRTimelineGroup
Bravera Wealth488$56.5K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…456$52.8K<0.01%+27613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…408$47.2K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.398$46.1K0.04%new13F-HRTimeline
AE Wealth Management LLC375$43.4K<0.01%+33913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.375$43.4K0.03%-1013F-HRTimeline
Glassman Wealth Services357$41.3K0.01%013F-HRTimeline
Anchor Investment Management, LLC354$41K<0.01%+113F-HRTimeline
ALBION FINANCIAL GROUP /UT320$37K<0.01%-513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…309$35.8K0.01%new13F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…306$35.4K0.01%+113F-HRTimeline
North Star Investment Management Corp.286$33.1K<0.01%013F-HRTimeline
Allworth Financial LP283$32.7K<0.01%-513F-HRTimeline
Hughes Financial Services, LLC253$29.3K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC226$26.2K0.01%013F-HRTimeline
Founders Financial Alliance, LLC152$17.6K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…134$15.5K<0.01%new13F-HRTimelineGroup
Dynamic Wealth Strategies, LLC117$13.5K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC102$11.8K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC64$7.41K<0.01%013F-HRTimeline
WealthShield Partners, LLC58$6.75K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…52$6.02K<0.01%-17813F-HRTimeline
MTM Investment Management, LLC50$5.79K<0.01%013F-HRTimeline