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AIVIAIVI
Showing 8 of 31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in WISDOMTREE TR

LPL Financial LLC holds 46,897 shares of AIVI (WISDOMTREE TR), worth $2.6M as of 2026-Q2. The position was increased (+4.8% shares). AIVI represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.6M

Current Shares

46,897

Total Value Change

+$932,500

Total Shares Change

+7,910

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
46,897
+4.8%
$2.6M0.0%$56.30
28
2026-Q1
Increased
44,746
+4.0%
$2.4M0.0%$55.23
27
2025-Q4
Decreased
43,046
-15.6%
$2.2M0.0%$52.16
0
2025-Q3
Increased
50,972
+73.8%
$2.5M0.0%$48.60
39
2025-Q2
Increased
29,332
+4.4%
$1.4M0.0%$46.96
27
2025-Q1
Increased
28,104
+4.3%
$1.2M0.0%$42.06
26
2024-Q4
Decreased
26,932
-30.9%
$1.1M0.0%$37.41
0
2024-Q3
Increased
38,987
+67.9%
$1.7M0.0%$41.66
38

Other major holders of AIVI: Steward Partners Investment Advisory, LLC, AMERIPRISE FINANCIAL INC, XPONANCE LLC

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