WISDOMTREE TR

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AIVL·97717W406·US·etf·Unknown - Unknown

US AI ENHANCED

AIVL (WISDOMTREE TR) is held by 45 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($9.3M), LPL Financial LLC ($5.9M), OSAIC HOLDINGS, INC. ($3.6M). Net institutional sentiment: Mixed.

45

Holders

Avg rating(11 Elite)

$45.5M

Total Value

54% (49)

Fund Consensus

22 buying - 19 selling

Smart Money Verdict

View all

56Mixed MomentumSingle Source

Institutional (13F)56

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how AIVL's score breaks down across 4 SEC sources

Holder Quality

11

★★★★★

Elite

16

★★★★

Strong

12

★★★

Solid

8

★★

Below

2

★

Weak

Held by 45 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (45)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	80,758(+1.6%)	$9.3M	0.0%	+23.55%	28
LPL Financial LLC	Increased	50,753(+5.3%)	$5.9M	0.0%	+42.74%	29
OSAIC HOLDINGS, INC.	Decreased	30,859(-0.2%)	$3.6M	0.0%	+11.50%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	27,909(+8.4%)	$3.2M	0.0%	+50.11%	29
ROYAL BANK OF CANADA	Decreased	24,802(-30.7%)	$2.9M	0.0%	+13.36%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	19,336(+358.1%)	$2.2M	0.0%	+1.20%	42
RAYMOND JAMES FINANCIAL INC	Decreased	18,584(-8.3%)	$2.2M	0.0%	+16.53%	0
MAI Capital Management	Decreased	16,271(-0.5%)	$1.9M	0.0%	+23.98%	0
CAPTRUST FINANCIAL ADVISORS	Increased	13,245(+0.4%)	$1.5M	0.0%	+51.72%	26
WELLS FARGO & COMPANY/MN	Increased	11,037(+6.5%)	$1.3M	0.0%	+32.99%	27
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	8,575(+6.3%)	$992,207	0.0%	+7.54%	27
Cerity Partners LLC	Decreased	7,726(-3.1%)	$893,942	0.0%	+37.46%	0
ENVESTNET ASSET MANAGEMENT INC	New	7,399	$856,148	0.0%	+0.07%	34
Baird Financial Group, Inc.	Decreased	5,898(-5.6%)	$682,511	0.0%	+9.55%	0
Cetera Investment Advisers	Increased	5,868(+3.5%)	$678,946	0.0%	+24.51%	25
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	5,445(-5.1%)	$629,996	0.0%	+71.00%	0
FWFocus Partners Wealth	Increased	5,049(+0.1%)	$580,158	0.0%	+16.89%	24
Kestra Advisory Services, LLC	Increased	4,650(+24.2%)	$538,073	0.0%	+24.89%	30
AQR CAPITAL MANAGEMENT LLC	Unchanged	4,459	$515,948	0.0%	+7.75%	0
Mariner, LLC	Decreased	4,201(-1.0%)	$486,128	0.0%	+38.82%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer