AIVI Institutional Ownership
WisdomTree International AI Enhanced Value Fund
1W: -2.5%
1M: -4.5%
3M: -0.2%
YTD: +9.7%
1Y: +15.1%
3Y: +67.5%
5Y: +66.7%
$57.29
+0.28 (+0.49%)
Weekly Expected Move ±1.8%
$55
$56
$57
$58
$59
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AIVI
42
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
6
New Positions
12
Increased
14
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (46 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 50,789 | 3M | -6,596 | -11.5% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 46,897 | 3M | +2,151 | +4.8% | 53Q | SEC ↗ |
| 3 | BIP Wealth, LLC | 34,027 | 2M | +2,741 | +8.8% | 14Q | SEC ↗ |
| 4 | JONES FINANCIAL COMPANIES LLLP | 15,441 | 885K | +55 | +0.4% | 9Q | SEC ↗ |
| 5 | Truvestments Capital LLC | 14,717 | 843K | -264 | -1.8% | 6Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 12,002 | 688K | +507 | +4.4% | 6Q | SEC ↗ |
| 7 | Savant Capital, LLC | 9,960 | 571K | +4,980 | +100.0% | 3Q | SEC ↗ |
| 8 | XML Financial, LLC | 8,938 | 512K | -122 | -1.3% | 27Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC | 7,238 | 415K | -562 | -7.2% | 2Q | SEC ↗ |
| 10 | EP Wealth Advisors, LLC | 5,960 | 341K | — | +0.0% | 3Q | SEC ↗ |
| 11 | Creative Planning | 5,211 | 299K | -70 | -1.3% | 11Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 4,812 | 276K | +590 | +14.0% | 7Q | SEC ↗ |
| 13 | Mezzasalma Advisors, LLC | 4,548 | 261K | +81 | +1.8% | 5Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 4,136 | 237K | +1,690 | +69.1% | 71Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 4,000 | 229K | -50 | -1.2% | 4Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,734 | 214K | — | +0.0% | 11Q | SEC ↗ |
| 17 | NewEdge Advisors, LLC | 3,228 | 185K | +2,654 | +462.4% | 4Q | SEC ↗ |
| 18 | Institute for Wealth Management, LLC. NEW | 2,679 | 153K | — | +0.0% | 1Q | SEC ↗ |
| 19 | GHP Investment Advisors, Inc. | 2,652 | 152K | -609 | -18.7% | 18Q | SEC ↗ |
| 20 | Larson Financial Group LLC | 2,629 | 151K | +74 | +2.9% | 23Q | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 2,600 | 149K | — | +0.0% | 19Q | SEC ↗ |
| 22 | Arax Advisory Partners NEW | 1,753 | 100K | — | +0.0% | 1Q | SEC ↗ |
| 23 | IMA Advisory Services, Inc. NEW | 1,377 | 79K | — | +0.0% | 1Q | SEC ↗ |
| 24 | BLAIR WILLIAM & CO/IL | 1,210 | 69K | — | +0.0% | 24Q | SEC ↗ |
| 25 | Spire Wealth Management | 991 | 57K | — | +0.0% | 22Q | SEC ↗ |
| 26 | AMERIFLEX GROUP, INC. | 812 | 47K | +23 | +2.9% | 3Q | SEC ↗ |
| 27 | BlackRock, Inc. | 663 | 38K | — | +0.0% | 3Q | SEC ↗ |
| 28 | Steward Partners Investment Advisory, | 250 | 14K | -1,259 | -83.4% | 29Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 200 | 11K | -1,125 | -84.9% | 26Q | SEC ↗ |
| 30 | US BANCORP \DE | 131 | 8K | — | +0.0% | 5Q | SEC ↗ |
| 31 | UBS Group AG NEW | 104 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA NEW | 81 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 47 | 3K | — | +0.0% | 14Q | SEC ↗ |
| 34 | MERCER GLOBAL ADVISORS INC /ADV NEW | 28 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 35 | SIMPLEX TRADING, LLC | 21 | 1K | +9 | +75.0% | 2Q | SEC ↗ |
| 36 | AdvisorNet Financial, Inc | 11 | 1K | — | +0.0% | 7Q | SEC ↗ |
| 37 | FMR LLC | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 38 | AlphaCore Capital LLC | 0 | 0K | -70 | -100.0% | 1Q | SEC ↗ |
| 39 | JANE STREET GROUP, LLC | 0 | 0K | -7,505 | -100.0% | 1Q | SEC ↗ |
| 40 | Private Advisor Group, LLC | 0 | 0K | -5,639 | -100.0% | 1Q | SEC ↗ |
| 41 | FLOW TRADERS U.S. LLC | 0 | 0K | -28,380 | -100.0% | 1Q | SEC ↗ |
| 42 | Kestra Advisory Services, LLC | 0 | 0K | -2,590 | -100.0% | 1Q | SEC ↗ |
| 43 | Rossby Financial, LCC | 0 | 0K | -815 | -100.0% | 2Q | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 0 | 0K | -400 | -100.0% | 2Q | SEC ↗ |
| 45 | SageView Advisory Group, LLC | 0 | 0K | -70 | -100.0% | 1Q | SEC ↗ |
| 46 | Advisory Services Network, LLC | 0 | 0K | -150 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Institute for Wealth Management, LL | 2,679 | 153K |
| Arax Advisory Partners | 1,753 | 100K |
| IMA Advisory Services, Inc. | 1,377 | 79K |
| UBS Group AG | 104 | 6K |
| ROYAL BANK OF CANADA | 81 | 5K |
| MERCER GLOBAL ADVISORS INC /ADV | 28 | 2K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 28,380 | 2M |
| JANE STREET GROUP, LLC | 7,505 | 430K |
| Private Advisor Group, LLC | 5,639 | 323K |
| Kestra Advisory Services, LLC | 2,590 | 148K |
| Rossby Financial, LCC | 815 | 47K |
| Rockefeller Capital Management L.P. | 400 | 23K |
| Advisory Services Network, LLC | 150 | 9K |
| AlphaCore Capital LLC | 70 | 4K |
| SageView Advisory Group, LLC | 70 | 4K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +4,980 | +100.0% | 9,960 |
| BIP Wealth, LLC | +2,741 | +8.8% | 34,027 |
| NewEdge Advisors, LLC | +2,654 | +462.4% | 3,228 |
| LPL Financial LLC | +2,151 | +4.8% | 46,897 |
| WELLS FARGO & COMPANY/MN | +1,690 | +69.1% | 4,136 |
| RAYMOND JAMES FINANCIAL INC | +590 | +14.0% | 4,812 |
| Cambridge Investment Research Advis | +507 | +4.4% | 12,002 |
| Mezzasalma Advisors, LLC | +81 | +1.8% | 4,548 |
| Larson Financial Group LLC | +74 | +2.9% | 2,629 |
| JONES FINANCIAL COMPANIES LLLP | +55 | +0.4% | 15,441 |
| AMERIFLEX GROUP, INC. | +23 | +2.9% | 812 |
| SIMPLEX TRADING, LLC | +9 | +75.0% | 21 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -6,596 | -11.5% | 50,789 |
| Steward Partners Investment Advisor | -1,259 | -83.4% | 250 |
| OSAIC HOLDINGS, INC. | -1,125 | -84.9% | 200 |
| GHP Investment Advisors, Inc. | -609 | -18.7% | 2,652 |
| CITADEL ADVISORS LLC | -562 | -7.2% | 7,238 |
| Truvestments Capital LLC | -264 | -1.8% | 14,717 |
| XML Financial, LLC | -122 | -1.3% | 8,938 |
| Creative Planning | -70 | -1.3% | 5,211 |
| STIFEL FINANCIAL CORP | -50 | -1.2% | 4,000 |