Who Owns WISDOMTREE (AIVI)? -- Institutional Holders (2026-06-30)

41 institutions reported holding $14.3M of WISDOMTREE (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.

RankInstitutionValueSharesChange
1MORGAN STANLEY$2.9M50,789Trimmed
2LPL Financial LLC$2.6M46,897Added
3BIP Wealth, LLC$1.9M34,027Added
4JONES FINANCIAL COMPANIES LLLP$863,04415,441Added
5Truvestments Capital LLC$828,56814,717Trimmed
6Cambridge Investment Research Advisors, Inc.$676,00012,002Added
7Savant Capital, LLC$549,9389,960Added
8XML Financial, LLC$503,2098,938Trimmed
9CITADEL ADVISORS LLC$407,4997,238Trimmed
10EP Wealth Advisors, LLC$335,5485,960Hold
11Creative Planning$293,3795,211Trimmed
12RAYMOND JAMES FINANCIAL INC$270,9064,812Added
13Mezzasalma Advisors, LLC$256,0284,548Added
14WELLS FARGO & COMPANY/MN$232,8624,136Added
15STIFEL FINANCIAL CORP$225,2004,000Trimmed
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$210,2243,734Hold
17NewEdge Advisors, LLC$181,7383,228Added
18Institute for Wealth Management, LLC.$150,8282,679New
19GHP Investment Advisors, Inc.$149,2932,652Trimmed
20Larson Financial Group LLC$148,0372,629Added
21TD Waterhouse Canada Inc.$145,0802,600Hold
22Arax Advisory Partners$98,6981,753New
23IMA Advisory Services, Inc.$77,5211,377New
24BLAIR WILLIAM & CO/IL$68,1231,210Hold
25Spire Wealth Management$55,793991Hold

Source: SEC Form 13F filings · as of 2026-06-30