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AIVLAIVL
15 quarters

Position history for Cerity Partners LLCCerity Partners LLC's holdings in WISDOMTREE TR

Cerity Partners LLC holds 7,747 shares of AIVL (WISDOMTREE TR), worth $1M as of 2026-Q2. The position was increased (+0.3% shares). AIVL represents 0.0% of Cerity Partners LLC's portfolio.

Current Value

$1M

Current Shares

7,747

Total Value Change

+$667,811

Total Shares Change

+3,823

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,747
+0.3%
$1M0.0%$131.13
25
2026-Q1
Decreased
7,726
-3.1%
$893,9420.0%$122.07
0
2025-Q4
Increased
7,974
+3.3%
$916,8620.0%$115.83
26
2025-Q3
Decreased
7,720
-0.3%
$882,1610.0%$113.37
0
2025-Q2
Decreased
7,742
-1.3%
$875,3720.0%$111.51
0
2025-Q1
Increased
7,845
+0.2%
$861,3470.0%$107.67
25
2024-Q4
Decreased
7,828
-5.6%
$833,7860.0%$104.73
0
2024-Q3
Decreased
8,293
-1.9%
$923,0060.0%$108.60
0
2024-Q2
Decreased
8,449
-7.1%
$843,2370.0%$97.11
0
2024-Q1
Decreased
9,092
-5.8%
$925,3950.0%$98.48
0
2023-Q4
Decreased
9,647
-2.2%
$925,1350.0%$92.33
0
2023-Q3
Decreased
9,865
-19.4%
$877,5940.0%$85.10
0
2023-Q2
New
12,240
-
$1.1M0.0%$87.94
35
2022-Q3
Exited
0
-100.0%
$00.0%$77.11
0
2022-Q2
New
3,924
-
$348,0000.0%$82.58
33

Other major holders of AIVL: Steward Partners Investment Advisory, LLC, AE Wealth Management LLC, MERCER GLOBAL ADVISORS INC /ADV

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