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AIVIAIVI
8 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in WISDOMTREE TR

EP Wealth Advisors, LLC holds 5,960 shares of AIVI (WISDOMTREE TR), worth $335,548 as of 2026-Q2. AIVI represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$335,548

Current Shares

5,960

Total Value Change

+$100,962

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
5,960
0.0%
$335,5480.0%$56.30
0
2026-Q1
Unchanged
5,960
0.0%
$322,5560.0%$55.23
0
2025-Q4
Unchanged
5,960
0.0%
$309,8310.0%$52.16
0
2025-Q2
Unchanged
5,960
0.0%
$287,0220.0%$46.96
0
2025-Q1
Unchanged
5,960
0.0%
$261,2270.0%$42.06
0
2024-Q4
Unchanged
5,960
0.0%
$234,7050.0%$37.41
0
2024-Q3
Unchanged
5,960
0.0%
$261,0770.0%$41.66
0
2024-Q2
New
5,960
-
$234,5860.0%$36.91
32

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

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