AIVI — Wisdomtree Tr 机构持仓 · 2026年Q2

Name: 谁持有 AIVI？41 家机构、1,427 万美元（2026年Q2）
Creator: ko.io

谁持有 Wisdomtree Tr（AIVI）？2026年Q2（报告期截至 2026-06-30）共有 41 家机构在 SEC 13F 申报中报告持有，合计 1,427.41 万美元。前几大持有机构：Morgan Stanley（290.00 万美元）、LPL Financial LLC（260.00 万美元）、BIP Wealth, LLC（190.00 万美元）。

排名	机构	市值	股数	变动
1	MORGAN STANLEY	$2.9M	50,789	减持
2	LPL Financial LLC	$2.6M	46,897	增持
3	BIP Wealth, LLC	$1.9M	34,027	增持
4	JONES FINANCIAL COMPANIES LLLP	$863,044	15,441	增持
5	Truvestments Capital LLC	$828,568	14,717	减持
6	Cambridge Investment Research Advisors, Inc.	$676,000	12,002	增持
7	Savant Capital, LLC	$549,938	9,960	增持
8	XML Financial, LLC	$503,209	8,938	减持
9	CITADEL ADVISORS LLC	$407,499	7,238	减持
10	EP Wealth Advisors, LLC	$335,548	5,960	持平
11	Creative Planning	$293,379	5,211	减持
12	RAYMOND JAMES FINANCIAL INC	$270,906	4,812	增持
13	Mezzasalma Advisors, LLC	$256,028	4,548	增持
14	WELLS FARGO & COMPANY/MN	$232,862	4,136	增持
15	STIFEL FINANCIAL CORP	$225,200	4,000	减持
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$210,224	3,734	持平
17	NewEdge Advisors, LLC	$181,738	3,228	增持
18	Institute for Wealth Management, LLC.	$150,828	2,679	新建仓
19	GHP Investment Advisors, Inc.	$149,293	2,652	减持
20	Larson Financial Group LLC	$148,037	2,629	增持
21	TD Waterhouse Canada Inc.	$145,080	2,600	持平
22	Arax Advisory Partners	$98,698	1,753	新建仓
23	IMA Advisory Services, Inc.	$77,521	1,377	新建仓
24	BLAIR WILLIAM & CO/IL	$68,123	1,210	持平
25	Spire Wealth Management	$55,793	991	持平

来源：SEC 13F 申报文件 · 截至 2026-06-30