WISDOMTREE TR (AIVL) is held by 45 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling AIVL?

In Q1 2026, 22 institutions opened or increased positions in WISDOMTREE TR while 19 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on AIVL?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold AIVL?

45 institutional investors report holding WISDOMTREE TR (AIVL) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into AIVL?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 22 buyers versus 19 sellers — net inflows.

WISDOMTREE TR

AIVL·97717W406·US·ETF·Unknown - Unknown

Holders

(10 Elite)

$46M

Total Value

54% (41)

Consensus

22 buying - 19 selling

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

Smart Money Verdict

View all

Held by 45 funds

10 elite

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	80,758(+1.6%)	$9.3M	0.0%	+32.56%	28
LPL Financial LLC	Increased	50,753(+5.3%)	$5.9M	0.0%	+53.15%	29
OSAIC HOLDINGS, INC.	Decreased	30,859(-0.2%)	$3.6M	0.0%	+19.64%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	27,909(+8.4%)	$3.2M	0.0%	+61.06%	29
ROYAL BANK OF CANADA	Decreased	24,802(-30.7%)	$2.9M	0.0%	+21.63%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	19,336(+358.1%)	$2.2M	0.0%	+8.58%	42
RAYMOND JAMES FINANCIAL INC	Decreased	18,584(-8.3%)	$2.2M	0.0%	+25.03%	0
MAI Capital Management	Decreased	16,271(-0.5%)	$1.9M	0.0%	+33.02%	0
CAPTRUST FINANCIAL ADVISORS	Increased	13,245(+0.4%)	$1.5M	0.0%	+62.79%	26
WELLS FARGO & COMPANY/MN	Increased	11,037(+6.5%)	$1.3M	0.0%	+42.69%	27
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	8,575(+6.3%)	$992,207	0.0%	+15.39%	27
Cerity Partners LLC	Decreased	7,726(-3.1%)	$893,942	0.0%	+47.49%	0
ENVESTNET ASSET MANAGEMENT INC	New	7,399	$856,148	0.0%	+7.37%	34
Baird Financial Group, Inc.	Decreased	5,898(-5.6%)	$682,511	0.0%	+17.54%	0
Cetera Investment Advisers	Increased	5,868(+3.5%)	$678,946	0.0%	+33.59%	25
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	5,445(-5.1%)	$629,996	0.0%	+83.47%	0
FWFocus Partners Wealth	Increased	5,049(+0.1%)	$580,158	0.0%	+25.42%	24
NewEdge Advisors, LLC	Decreased	4,827(-0.0%)	$558,566	0.0%	+42.05%	0
Kestra Advisory Services, LLC	Increased	4,650(+24.2%)	$538,073	0.0%	+34.00%	30
AQR CAPITAL MANAGEMENT LLC	Unchanged	4,459	$515,948	0.0%	+15.61%	0