Who Owns WISDOMTREE TR (AIVI)? -- Institutional Holders (2026-06-30)
41 institutions reported holding $14.3M of WISDOMTREE TR (AIVI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($2.9M), LPL Financial LLC ($2.6M), BIP Wealth, LLC ($1.9M), JONES FINANCIAL COMPANIES LLLP ($863,044), Truvestments Capital LLC ($828,568). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $2.9M | 50,789 | Trimmed |
| 2 | LPL Financial LLC | $2.6M | 46,897 | Added |
| 3 | BIP Wealth, LLC | $1.9M | 34,027 | Added |
| 4 | JONES FINANCIAL COMPANIES LLLP | $863,044 | 15,441 | Added |
| 5 | Truvestments Capital LLC | $828,568 | 14,717 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $676,000 | 12,002 | Added |
| 7 | Savant Capital, LLC | $549,938 | 9,960 | Added |
| 8 | XML Financial, LLC | $503,209 | 8,938 | Trimmed |
| 9 | CITADEL ADVISORS LLC | $407,499 | 7,238 | Trimmed |
| 10 | EP Wealth Advisors, LLC | $335,548 | 5,960 | Hold |
| 11 | Creative Planning | $293,379 | 5,211 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $270,906 | 4,812 | Added |
| 13 | Mezzasalma Advisors, LLC | $256,028 | 4,548 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $232,862 | 4,136 | Added |
| 15 | STIFEL FINANCIAL CORP | $225,200 | 4,000 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $210,224 | 3,734 | Hold |
| 17 | NewEdge Advisors, LLC | $181,738 | 3,228 | Added |
| 18 | Institute for Wealth Management, LLC. | $150,828 | 2,679 | New |
| 19 | GHP Investment Advisors, Inc. | $149,293 | 2,652 | Trimmed |
| 20 | Larson Financial Group LLC | $148,037 | 2,629 | Added |
| 21 | TD Waterhouse Canada Inc. | $145,080 | 2,600 | Hold |
| 22 | Arax Advisory Partners | $98,698 | 1,753 | New |
| 23 | IMA Advisory Services, Inc. | $77,521 | 1,377 | New |
| 24 | BLAIR WILLIAM & CO/IL | $68,123 | 1,210 | Hold |
| 25 | Spire Wealth Management | $55,793 | 991 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30