Who Owns WISDOMTREE TR (AIVI)? -- Institutional Holders (2026-03-31)
39 institutions reported holding $15.4M of WISDOMTREE TR (AIVI) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($3.1M), LPL Financial LLC ($2.4M), BIP Wealth, LLC ($1.7M), FLOW TRADERS U.S. LLC ($1.5M), Truvestments Capital LLC ($810,752). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $3.1M | 57,385 | Trimmed |
| 2 | LPL Financial LLC | $2.4M | 44,746 | Added |
| 3 | BIP Wealth, LLC | $1.7M | 31,286 | Trimmed |
| 4 | FLOW TRADERS U.S. LLC | $1.5M | 28,380 | New |
| 5 | Truvestments Capital LLC | $810,752 | 14,981 | Added |
| 6 | JONES FINANCIAL COMPANIES LLLP | $805,011 | 15,386 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $622,000 | 11,495 | Added |
| 8 | XML Financial, LLC | $490,329 | 9,060 | Trimmed |
| 9 | CITADEL ADVISORS LLC | $422,138 | 7,800 | New |
| 10 | JANE STREET GROUP, LLC | $406,172 | 7,505 | New |
| 11 | EP Wealth Advisors, LLC | $322,556 | 5,960 | Hold |
| 12 | Private Advisor Group, LLC | $305,184 | 5,639 | New |
| 13 | Creative Planning | $285,809 | 5,281 | Added |
| 14 | Savant Capital, LLC | $269,541 | 4,980 | Trimmed |
| 15 | Mezzasalma Advisors, LLC | $241,740 | 4,467 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $228,502 | 4,222 | Trimmed |
| 17 | STIFEL FINANCIAL CORP | $219,186 | 4,050 | Added |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $202,085 | 3,734 | Trimmed |
| 19 | GHP Investment Advisors, Inc. | $176,472 | 3,261 | Trimmed |
| 20 | TD Waterhouse Canada Inc. | $142,376 | 2,600 | Hold |
| 21 | Larson Financial Group LLC | $138,300 | 2,555 | Trimmed |
| 22 | WELLS FARGO & COMPANY/MN | $132,355 | 2,446 | Added |
| 23 | Steward Partners Investment Advisory, LLC | $81,667 | 1,509 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $71,709 | 1,325 | Added |
| 25 | BLAIR WILLIAM & CO/IL | $65,485 | 1,210 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31