DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (AIVL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
132
Reporting holders
$122.0M
Reported value
0.8%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | $11.9M | 90,518 | 0.63% | 31q | HELD |
| Noble Family Wealth, LLC | $11.4M | 87,291 | 2.05% | 14q | -0.9%-$102.8K |
| MORGAN STANLEY | $10.6M | 80,689 | 0.00% | 35q | HELD |
| LPL Financial LLC | $6.8M | 51,487 | 0.00% | 31q | +1.4%+$96.3K |
| OSAIC HOLDINGS, INC. | $4.1M | 30,977 | 0.00% | 26q | HELD |
| ROYAL BANK OF CANADA | $3.8M | 28,612 | 0.00% | 31q | +15.4%+$499.8K |
| Salomon & Ludwin, LLC | $3.2M | 24,856 | 0.27% | 31q | -1.7%-$55.6K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $3.1M | 23,362 | 0.61% | 7q | -0.6%-$17.2K |
| WealthBridge Capital Management, LLC | $2.7M | 20,865 | 0.54% | 31q | -1.0%-$28.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 20,843 | 0.00% | 31q | -25.3%-$926.6K |
| Westside Investment Management, Inc. | $2.7M | 20,811 | 0.36% | 28q | -0.7%-$18.9K |
| RAYMOND JAMES FINANCIAL INC | $2.4M | 17,924 | 0.00% | 7q | -3.6%-$86.5K |
| MAI Capital Management | $2.1M | 16,149 | 0.01% | 10q | -0.7%-$16.0K |
| Integrated Advisors Network LLC | $2.0M | 14,970 | 0.09% | new | NEW |
| Biondo Investment Advisors, LLC | $1.8M | 13,875 | 0.22% | 31q | +1.8%+$31.7K |
| Well Done, LLC | $1.7M | 13,281 | 0.23% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 12,875 | 0.00% | 3q | -33.4%-$847.2K |
| CAPTRUST FINANCIAL ADVISORS | $1.7M | 12,714 | 0.00% | 25q | -4.0%-$69.6K |
| Global Retirement Partners, LLC | $1.6M | 12,118 | 0.02% | 4q | HELD |
| Apollon Wealth Management, LLC | $1.5M | 11,533 | 0.02% | 19q | -0.5%-$7.9K |
| Cambridge Investment Research Advisors, Inc. | $1.5M | 11,306 | 0.00% | 31q | +97.3%+$730.9K |
| Curi Capital, LLC | $1.4M | 11,041 | 0.02% | 31q | -5.1%-$77.6K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $1.4M | 10,400 | 0.16% | 31q | -12.6%-$196.7K |
| Prospera Financial Services Inc | $1.3M | 10,264 | 0.02% | 31q | -3.0%-$40.9K |
| Mariner, LLC | $1.2M | 9,298 | 0.00% | 16q | +121.3%+$668.4K |
| WELLS FARGO & COMPANY/MN | $1.2M | 9,231 | 0.00% | 31q | -16.4%-$236.8K |
| CITADEL ADVISORS LLC | $1.1M incl. $721.2K options CALL | 2,915 | 0.00% | 6q | -27.9%-$427.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.1M | 8,256 | 0.00% | 5q | -3.7%-$41.8K |
| Cerity Partners LLC | $1.0M | 7,747 | 0.00% | 13q | HELD |
| Janney Montgomery Scott LLC | $986.0K | 7,519 | 0.00% | 31q | HELD |
| ROBINSON SMITH WEALTH ADVISORS LLC | $959.3K | 7,316 | 0.57% | 11q | -4.0%-$40.3K |
| JANE STREET GROUP, LLC | $950.0K incl. $314.7K options CALL | 4,845 | 0.00% | 2q | HELD |
| AMARILLO NATIONAL BANK | $922.0K | 7,031 | 0.15% | 31q | -2.4%-$22.9K |
| Institute for Wealth Management, LLC. | $880.3K | 6,713 | 0.08% | 31q | HELD |
| Kelman-Lazarov, Inc. | $837.6K | 6,387 | 0.11% | 31q | HELD |
| Dickmeyer Boyce Financial Management, Inc. | $811.8K | 6,190 | 0.42% | 2q | -2.5%-$20.9K |
| ENVESTNET ASSET MANAGEMENT INC | $770.6K | 5,877 | 0.00% | 2q | -20.6%-$199.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $750.4K | 5,722 | 0.00% | 30q | +5.1%+$36.3K |
| Baird Financial Group, Inc. | $747.1K | 5,697 | 0.00% | 5q | -3.4%-$26.4K |
| Cetera Investment Advisers | $743.6K | 5,671 | 0.00% | 12q | -3.4%-$25.8K |
| Perigon Wealth Management, LLC | $726.5K | 5,540 | 0.01% | 8q | HELD |
| Arax Advisory Partners | $698.1K | 5,324 | 0.00% | new | NEW |
| Focus Partners Wealth | $636.2K | 4,852 | 0.00% | 10q | -3.9%-$25.8K |
| Decker Wealth Management LLC | $625.0K | 4,766 | 0.13% | 3q | -2.4%-$15.1K |
| AQR CAPITAL MANAGEMENT LLC | $584.7K | 4,459 | 0.00% | 4q | HELD |
| FLOW TRADERS U.S. LLC | $560.0K | 4,268 | 0.02% | 2q | +44.4%+$172.1K |
| MONTAG A & ASSOCIATES INC | $554.4K | 4,228 | 0.02% | 31q | HELD |
| KINTRA WEALTH, LLC | $545.6K | 4,013 | 0.03% | 3q | +0.8%+$4.4K |
| OneDigital Investment Advisors LLC | $524.5K | 4,000 | 0.00% | 31q | HELD |
| NewEdge Advisors, LLC | $518.1K | 3,951 | 0.00% | 15q | -18.1%-$114.9K |
| Waverly Advisors, LLC | $509.0K | 3,882 | 0.00% | 10q | HELD |
| CAHILL FINANCIAL ADVISORS INC | $501.4K | 3,823 | 0.05% | 31q | HELD |
| MLP3, LLC | $493.3K | 3,762 | 0.48% | 3q | HELD |
| Nadler Financial Group, Inc. | $489.1K | 3,730 | 0.04% | 31q | HELD |
| Performance Wealth Partners, LLC | $488.7K | 3,727 | 0.01% | 19q | HELD |
| VestGen Advisors, LLC | $467.6K | 3,566 | 0.01% | 2q | -50.0%-$467.6K |
| Creative Planning | $459.9K | 3,507 | 0.00% | 14q | HELD |
| RS CRUM INC. | $447.8K | 3,415 | 0.08% | 19q | HELD |
| Kestra Advisory Services, LLC | $438.9K | 3,347 | 0.00% | 24q | -28.0%-$170.9K |
| Graves Light Lenhart Wealth, Inc. | $436.0K | 3,325 | 0.04% | 31q | HELD |
| Aspen Grove Capital, LLC | $393.4K | 3,000 | 0.06% | 13q | HELD |
| LGL PARTNERS, LLC | $381.4K | 2,909 | 0.14% | 23q | -1.0%-$3.7K |
| &PARTNERS | $380.7K | 2,903 | 0.00% | 31q | HELD |
| Tradition Wealth Management, LLC | $377.0K | 2,875 | 0.02% | 23q | HELD |
| Spire Wealth Management | $376.8K | 2,874 | 0.01% | 22q | +8.6%+$29.8K |
| Bouchey Financial Group, Ltd. | $372.4K | 2,840 | 0.02% | 12q | HELD |
| McKinley Carter Wealth Services, Inc. | $352.5K | 2,688 | 0.02% | 31q | HELD |
| HighTower Advisors, LLC | $347.6K | 2,651 | 0.00% | 6q | +7.2%+$23.2K |
| STIFEL FINANCIAL CORP | $327.2K | 2,496 | 0.00% | 11q | HELD |
| WEBSTER BANK, N. A. | $312.1K | 2,380 | 0.03% | 24q | -12.0%-$42.5K |
| Mezzasalma Advisors, LLC | $311.3K | 2,374 | 0.06% | 7q | HELD |
| Fingerlakes Wealth Management, Inc. | $297.4K | 2,268 | 0.16% | 19q | HELD |
| Corient Private Wealth LP | $295.8K | 2,256 | 0.00% | 3q | +30.5%+$69.1K |
| AGF MANAGEMENT LTD | $285.9K | 2,180 | 0.00% | 15q | -1.6%-$4.6K |
| SouthState Bank Corp | $278.5K | 2,124 | 0.01% | 31q | HELD |
| BLAIR WILLIAM & CO/IL | $275.8K | 2,103 | 0.00% | 31q | HELD |
| Sequent Planning LLC | $272.4K | 2,077 | 0.06% | 2q | +16.3%+$38.2K |
| Cladis Investment Advisory, LLC | $262.3K | 2,000 | 0.12% | 8q | HELD |
| AUGUSTINE ASSET MANAGEMENT INC | $260.6K | 1,987 | 0.05% | 11q | HELD |
| Merit Financial Group, LLC | $241.4K | 1,841 | 0.00% | 2q | HELD |
| Key Financial Inc | $241.1K | 1,839 | 0.04% | 23q | HELD |
| SAX WEALTH ADVISORS, LLC | $238.0K | 2,057 | 0.01% | 10q | HELD |
| TRUST CO OF VERMONT | $236.0K | 1,800 | 0.01% | 20q | -21.7%-$65.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | $231.2K | 1,763 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $227.6K | 1,736 | 0.01% | 2q | +3.2%+$7.1K |
| Steward Partners Investment Advisory, LLC | $227.4K | 1,734 | 0.00% | 27q | HELD |
| Avant Capital LLC | $226.0K | 1,723 | 0.14% | new | NEW |
| Steigerwald, Gordon & Koch Inc. | $219.2K | 1,671 | 0.02% | 4q | HELD |
| Mengis Capital Management, Inc. | $219.0K | 1,670 | 0.03% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $183.5K | 1,404 | 0.00% | 9q | +23.0%+$34.4K |
| BELLEVUE ASSET MANAGEMENT, LLC | $167.0K | 1,273 | 0.08% | 27q | HELD |
| HARBOUR INVESTMENTS, INC. | $153.7K | 1,172 | 0.00% | 21q | HELD |
| Farther Finance Advisors, LLC | $145.7K | 1,111 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $144.6K | 1,103 | 0.00% | new | NEW |
| FMR LLC | $135.4K | 1,033 | 0.00% | 31q | +25.4%+$27.4K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $131.1K | 1,000 | 0.04% | 7q | HELD |
| Clearstead Advisors, LLC | $127.6K | 973 | 0.00% | 9q | HELD |
| Rockefeller Capital Management L.P. | $107.0K | 816 | 0.00% | 4q | HELD |
| Allworth Financial LP | $102.8K | 784 | 0.00% | 21q | +177.0%+$65.7K |
| FRANKLIN RESOURCES INC | $97.0K | 740 | 0.00% | 25q | HELD |
Showing the largest 100 of 132 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 38 | $34.4M | 269,006 | 2 | 0 | 10 | 0.0% |
| Q2 2026 | 132 | $122.0M | 922,538 | 12 | 20 | 35 | 0.8% |
| Q1 2026 | 124 | $105.3M | 901,352 | 14 | 21 | 31 | 0.8% |
| Q4 2025 | 119 | $99.9M | 868,440 | 9 | 12 | 30 | 0.0% |
| Q3 2025 | 118 | $104.3M | 912,270 | 7 | 14 | 31 | 0.0% |
| Q2 2025 | 122 | $104.8M | 926,530 | 6 | 14 | 33 | 0.0% |
| Q1 2025 | 122 | $104.1M | 948,596 | 9 | 9 | 36 | 0.0% |
| Q4 2024 | 118 | $101.4M | 951,463 | 6 | 13 | 31 | 0.0% |
| Q3 2024 | 121 | $107.0M | 961,473 | 12 | 18 | 28 | 0.0% |
| Q2 2024 | 116 | $93.3M | 934,988 | 6 | 12 | 37 | 0.0% |
| Q1 2024 | 120 | $127.4M | 1,246,841 | 11 | 12 | 35 | 0.4% |
| Q4 2023 | 118 | $106.2M | 1,096,872 | 6 | 8 | 42 | 1.3% |
| Q3 2023 | 111 | $95.1M | 1,062,652 | 5 | 21 | 33 | 0.6% |
| Q2 2023 | 114 | $96.8M | 1,028,990 | 7 | 13 | 38 | 0.5% |
| Q1 2023 | 120 | $100.0M | 1,082,123 | 4 | 12 | 47 | 0.8% |
| Q4 2022 | 124 | $99.4M | 1,071,891 | 7 | 15 | 37 | 1.0% |
| Q3 2022 | 120 | $553.9M | 6,766,968 | 4 | 17 | 41 | 0.2% |
| Q2 2022 | 124 | $622.2M | 6,996,655 | 5 | 13 | 44 | 0.2% |
| Q1 2022 | 131 | $1.5B | 15,187,411 | 5 | 11 | 48 | 0.1% |
| Q4 2021 | 141 | $2.5B | 25,044,544 | 8 | 25 | 45 | 0.0% |
| Q3 2021 | 130 | $2.4B | 26,008,758 | 4 | 23 | 44 | 0.0% |
| Q2 2021 | 133 | $1.8B | 18,060,448 | 12 | 24 | 43 | 0.0% |
| Q1 2021 | 126 | $1.7B | 18,549,929 | 9 | 20 | 44 | 0.0% |
| Q4 2020 | 130 | $690.9M | 8,235,511 | 12 | 26 | 45 | 0.2% |
| Q3 2020 | 124 | $996.9M | 13,212,007 | 6 | 18 | 46 | 0.0% |
| Q2 2020 | 132 | $1.7B | 22,691,878 | 11 | 18 | 54 | 0.0% |
| Q1 2020 | 135 | $2.0B | 31,240,176 | 5 | 24 | 56 | 0.1% |
| Q4 2019 | 154 | $1.1B | 11,945,429 | 15 | 30 | 32 | 0.4% |
| Q3 2019 | 133 | $922.5M | 10,525,316 | 9 | 26 | 48 | 0.3% |
| Q2 2019 | 137 | $3.5B | 40,367,900 | 7 | 30 | 46 | 0.1% |
| Q1 2019 | 141 | $4.0B | 46,627,461 | 15 | 30 | 40 | 0.0% |
| Q4 2018 | 139 | $1.4B | 18,271,525 | 2 | 2 | 4 | 0.1% |