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AIVIAIVI
26 quarters

Position history for Creative PlanningCreative Planning's holdings in WISDOMTREE TR

Creative Planning holds 5,211 shares of AIVI (WISDOMTREE TR), worth $293,379 as of 2026-Q2. The position was decreased (-1.3% shares). AIVI represents 0.0% of Creative Planning's portfolio.

Current Value

$293,379

Current Shares

5,211

Total Value Change

+$83,379

Total Shares Change

+117

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5,211
-1.3%
$293,3790.0%$56.30
0
2026-Q1
Increased
5,281
+1.3%
$285,8090.0%$55.23
24
2025-Q4
Unchanged
5,211
0.0%
$270,8940.0%$52.16
0
2025-Q3
Decreased
5,211
-5.4%
$258,6290.0%$48.60
0
2025-Q2
Unchanged
5,511
0.0%
$265,3990.0%$46.96
0
2025-Q1
Unchanged
5,511
0.0%
$241,5470.0%$42.06
0
2024-Q4
Decreased
5,511
-4.1%
$217,0230.0%$37.41
0
2024-Q3
Increased
5,744
+4.2%
$251,6150.0%$41.66
24
2024-Q2
Increased
5,511
+5.8%
$216,9130.0%$36.91
24
2024-Q1
Unchanged
5,211
0.0%
$213,8050.0%$37.41
0
2023-Q4
New
5,211
-
$210,8940.0%$36.72
32
2023-Q3
Exited
0
-100.0%
$00.0%$33.77
0
2023-Q2
Unchanged
5,211
0.0%
$203,2140.0%$34.38
0
2023-Q1
New
5,211
-
$202,4830.0%$33.66
32
2022-Q2
Exited
0
-100.0%
$00.0%$30.25
0
2022-Q1
Unchanged
5,312
0.0%
$213,0000.0%$33.66
0
2021-Q4
Unchanged
5,312
0.0%
$222,0000.0%$34.49
0
2021-Q3
New
5,312
-
$217,0000.0%$33.48
32
2021-Q2
Exited
0
-100.0%
$00.0%$34.64
0
2021-Q1
Unchanged
5,264
0.0%
$223,0000.0%$33.62
0
2020-Q4
New
5,264
-
$213,0000.0%$31.74
32
2020-Q1
Exited
0
-100.0%
$00.0%$23.85
0
2019-Q4
Unchanged
5,214
0.0%
$222,0000.0%$31.83
0
2019-Q3
Unchanged
5,214
0.0%
$211,0000.0%$29.88
0
2019-Q2
Increased
5,214
+2.4%
$214,0000.0%$30.15
23
2019-Q1
New
5,094
-
$210,0000.0%$29.76
32

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

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