AIVL — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (AIVL)? 5 institutions reported holding $1.89M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Dickmeyer Boyce Financial Management, Inc. ($721,431), Decker Wealth Management LLC ($577,793), Graves Light Lenhart Wealth, Inc. ($425,412).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dickmeyer Boyce Financial Management, Inc. | $721,431 | 5,639 | Trimmed |
| 2 | Decker Wealth Management LLC | $577,793 | 4,516 | Trimmed |
| 3 | Graves Light Lenhart Wealth, Inc. | $425,412 | 3,325 | Hold |
| 4 | Farther Finance Advisors, LLC | $142,145 | 1,111 | Hold |
| 5 | CoreCap Advisors, LLC | $25,589 | 200 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30