Vault-13

WISDOMTREE TR AIVL

US AI ENHANCED · ETP · CUSIP 97717W406

122 institutional holders +1 vs Q1 2025
926,212926.2k shares reported held*
$104.7mreported value*
6 new 25 added 34 reduced 6 sold out net sold ≈ $3.9m (-34.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $113.07. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 121Q4 22: 125Q1 23: 119Q2 23: 114Q3 23: 112Q4 23: 120Q1 24: 119Q2 24: 117Q3 24: 122Q4 24: 118Q1 25: 121Q2 25: 122122Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022121
Q4 2022125
Q1 2023119
Q2 2023114
Q3 2023112
Q4 2023120
Q1 2024119
Q2 2024117
Q3 2024122
Q4 2024118
Q1 2025121
Q2 2025122

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 34 bought or addedQ3 23: 44 cut or sold outQ4 23: 19 bought or addedQ4 23: 50 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 44 cut or sold outQ2 24: 23 bought or addedQ2 24: 47 cut or sold outQ2 24Q3 24: 36 bought or addedQ3 24: 38 cut or sold outQ4 24: 26 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 28 bought or addedQ1 25: 47 cut or sold outQ2 25: 31 bought or addedQ2 25: 40 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233444
Q4 20231950
Q1 20242744
Q2 20242347
Q3 20243638
Q4 20242646
Q1 20252847
Q2 20253140

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10k$20k$30kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $24.8kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$24.8k—
Q2 2025$0$0—

Biggest buyers

ROYAL BANK OF CANADA Added +20,441+20.4k
Noble Family Wealth, LLC Added +7,540+7.5k
Baird Financial Group, Inc. New +6,248+6.2k
UBS Group AG Added +3,642+3.6k
Curi Capital, LLC Added +3,555+3.6k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC New +2,278+2.3k
Sequent Planning LLC New +1,951+2.0k
Westside Investment Management, Inc. Added +1,860+1.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +1,756+1.8k
WELLS FARGO & COMPANY/MN Added +1,309+1.3k

Biggest sellers

MORGAN STANLEY Reduced -21,252-21.3k
MERCER GLOBAL ADVISORS INC /ADV Reduced -11,634-11.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -10,793-10.8k
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Reduced -10,730-10.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -6,192-6.2k
Aspen Grove Capital, LLC Reduced -5,250-5.2k
Tower Research Capital LLC (TRC) Reduced -4,497-4.5k
Armstrong, Fleming & Moore, Inc Sold out -3,762-3.8k
CITADEL ADVISORS LLC Reduced -2,878-2.9k
OSAIC HOLDINGS, INC. Reduced -2,242-2.2k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Jaffetilchin Investment Partners, LLC 0.66% of their portfolio TAMPA, FL 89,06689.1k $10.1m $10.1m 0.66% Added +368 +368
2 Noble Family Wealth, LLC 2.46% of their portfolio Clearwater, FL 89,04289.0k $10.1m $10.1m 2.46% Added +7.5k +7,540
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 73,58873.6k $8.3m $8.3m 0.00% Reduced -21.3k -21,252
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 56,26456.3k $6.4m $6.4m 0.00% Added +20.4k +20,441
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 40,54340.5k $4.6m $4.6m 0.00% Added +470 +470
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 31,70831.7k $3.6m $3.6m 0.00% Reduced -6.2k -6,192
7 CW Advisors, LLC 0.03% of their portfolio BOSTON, MA 27,00027.0k $3.1m $3.1m 0.03% Unchanged
8 Salomon & Ludwin, LLC 0.29% of their portfolio RICHMOND, VA 26,11626.1k $3.0m $3.0m 0.29% Reduced -143 -143
9 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.70% of their portfolio RICHMOND, VA 24,79024.8k $2.8m $2.8m 0.70% Reduced -71 -71
10 WealthBridge Capital Management, LLC 0.62% of their portfolio WESTERVILLE, OH 21,59421.6k $2.4m $2.4m 0.62% Added +40 +40
11 Westside Investment Management, Inc. 0.44% of their portfolio SANTA MONICA, CA 20,74320.7k $2.3m $2.3m 0.44% Added +1.9k +1,860
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 20,28220.3k $2.3m $2.3m 0.00% Reduced -1.4k -1,447
13 Curi Capital, LLC 0.04% of their portfolio CHICAGO, IL 18,75018.8k $2.1m $2.1m 0.04% Added +3.6k +3,555
14 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 16,57116.6k $1.9m $1.9m 0.01% Unchanged
15 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 14,56214.6k $1.6m $1.6m 0.03% Reduced -406 -406
16 Well Done, LLC 0.28% of their portfolio HOLLAND, MI 13,39413.4k $1.5m $1.5m 0.28% Reduced -705 -705
17 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,19813.2k $1.5m $1.5m 0.00% Reduced -60 -60
18 Biondo Investment Advisors, LLC 0.19% of their portfolio MILFORD, PA 12,74312.7k $1.4m $1.4m 0.19% Added +10 +10
19 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 12,11812.1k $1.4m $1.4m 0.03% First filing
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 11,77311.8k $1.3m $1.3m 0.00% Reduced -10.8k -10,793
21 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 11,59811.6k $1.3m $1.3m 0.02% Reduced -1.8k -1,779
22 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,41111.4k $1.3m $1.3m 0.00% Unchanged
23 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,16110.2k $1.1m $1.1m 0.00% Added +1.3k +1,309
24 Institute for Wealth Management, LLC. 0.10% of their portfolio DENVER, CO 7,8697.9k $889.7k $889.7k 0.10% Reduced -887 -887
25 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,7427.7k $875.4k $875.4k 0.00% Reduced -103 -103
26 ROBINSON SMITH WEALTH ADVISORS LLC 0.69% of their portfolio South Portland, ME 7,6237.6k $861.8k $861.8k 0.69% Unchanged
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,6207.6k $861.5k $861.5k 0.00% Reduced -2.9k -2,878
28 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.14% of their portfolio FORT WORTH, TX 7,3007.3k $825.4k $825.4k 0.14% Reduced -10.7k -10,730
29 AMARILLO NATIONAL BANK 0.15% of their portfolio AMARILLO, TX 7,0317.0k $794.9k $794.9k 0.15% Unchanged
30 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,9146.9k $781.7k $781.7k 0.00% Added +1.1k +1,059
31 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,7796.8k $766.5k $766.5k 0.00% Reduced -11.6k -11,634
32 Kelman-Lazarov, Inc. 0.12% of their portfolio MEMPHIS, TN 6,4326.4k $727.2k $727.2k 0.12% Reduced -52 -52
33 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 6,2486.2k $706.4k $706.4k 0.00% New
34 Destiny Wealth Partners, LLC 0.09% of their portfolio TAVARES, FL 6,1206.1k $691.9k $691.9k 0.09% Unchanged
35 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 5,8805.9k $664.8k $664.8k 0.02% Reduced -63 -63
36 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,6065.6k $633.8k $633.8k 0.00% Added +167 +167
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,3445.3k $604.4k $604.4k 0.00% Reduced -2.2k -2,242
38 Nadler Financial Group, Inc. 0.06% of their portfolio DEERFIELD, IL 5,1305.1k $580.0k $580.0k 0.06% Unchanged
39 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,9695.0k $561.8k $561.8k 0.00% Unchanged
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,7394.7k $535.8k $535.8k 0.00% Added +1.8k +1,756
41 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,7124.7k $533.0k $533.0k 0.00% Reduced -356 -356
42 MONTAG A & ASSOCIATES INC 0.03% of their portfolio ATLANTA, GA 4,6774.7k $528.8k $528.8k 0.03% Reduced -258 -258
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,5224.5k $511.3k $511.3k 0.00% Added +3.6k +3,642
44 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 4,2254.2k $477.7k $477.7k 0.01% Reduced -82 -82
45 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 4,2204.2k $477.1k $477.1k 0.00% Added +1.2k +1,189
46 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 4,1804.2k $472.6k $472.6k 0.02% Unchanged
47 PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 0.29% of their portfolio PORTAGE, MI 4,0854.1k $461.9k $461.9k 0.29% Unchanged
48 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 4,0004.0k $452.2k $452.2k 0.01% Unchanged
49 Performance Wealth Partners, LLC 0.01% of their portfolio HINSDALE, IL 3,8423.8k $434.4k $434.4k 0.01% Reduced -60 -60
50 CAHILL FINANCIAL ADVISORS INC 0.05% of their portfolio EDINA, MN 3,7963.8k $429.2k $429.2k 0.05% Added +1 +1
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 3,7393.7k $422.8k $422.8k 0.00% Reduced -955 -955
52 Altrius Capital Management Inc 0.10% of their portfolio NEW BERN, NC 3,6903.7k $417.2k $417.2k 0.10% Added +47 +47
53 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 3,5663.6k $403.2k $403.2k 0.02% Unchanged
54 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 3,4623.5k $391.4k $391.4k 0.01% Reduced -4.5k -4,497
55 RS CRUM INC. 0.09% of their portfolio Newport Beach, CA 3,4153.4k $386.1k $386.1k 0.09% Unchanged
56 Graves Light Lenhart Wealth, Inc. 0.05% of their portfolio HARRISONBURG, VA 3,4073.4k $385.2k $385.2k 0.05% Unchanged
57 NOVUS ADVISORS, LLC 0.56% of their portfolio GREENVILLE, SC 3,2303.2k $365.2k $365.2k 0.56% Unchanged
58 WEBSTER BANK, N. A. 0.04% of their portfolio WATERBURY, CT 3,0303.0k $342.6k $342.6k 0.04% Reduced -470 -470
59 Aspen Grove Capital, LLC 0.06% of their portfolio AVON, CO 3,0003.0k $339.2k $339.2k 0.06% Reduced -5.2k -5,250
60 LGL PARTNERS, LLC 0.14% of their portfolio PHILADELPHIA, PA 2,9022.9k $324.3k $324.3k 0.14% Added +12 +12
61 Tradition Wealth Management, LLC 0.03% of their portfolio EDINA, MN 2,8752.9k $325.1k $325.1k 0.03% Reduced -321 -321
62 Bouchey Financial Group, Ltd. 0.03% of their portfolio TROY, NY 2,8402.8k $321.1k $321.1k 0.03% Unchanged
63 TRUST CO OF VERMONT 0.01% of their portfolio BRATTLEBORO, VT 2,7202.7k $307.5k $307.5k 0.01% Unchanged
64 Fingerlakes Wealth Management, Inc. 0.23% of their portfolio ITHACA, NY 2,7152.7k $307.0k $307.0k 0.23% Added +11 +11
65 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 2,6882.7k $303.9k $303.9k 0.02% Unchanged
66 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,6032.6k $294.3k $294.3k 0.00% Unchanged
67 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,5502.5k $288.0k $288.0k 0.00% Unchanged
68 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 2,5372.5k $286.8k $286.8k 0.00% Added +2 +2
69 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 2,4922.5k $281.8k $281.8k 0.00% Unchanged
70 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 2,4302.4k $274.7k $274.7k 0.00% Added +159 +159
71 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 2,4032.4k $271.7k $271.7k 0.00% Unchanged
72 Mezzasalma Advisors, LLC 0.08% of their portfolio TINTON FALLS, NJ 2,3392.3k $264.4k $264.4k 0.08% Added +9 +9
73 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 2,2782.3k $257.6k $257.6k 0.00% New
74 AGF MANAGEMENT LTD 0.00% of their portfolio TORONTO, A6 2,2552.3k $255.0k $255.0k 0.00% Unchanged
75 SouthState Bank Corp 0.01% of their portfolio Winter Haven, FL 2,1242.1k $240.1k $240.1k 0.01% Unchanged
76 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 2,1032.1k $237.8k $237.8k 0.00% Unchanged
77 SAX WEALTH ADVISORS, LLC 0.01% of their portfolio PARSIPPANY, NJ 2,0572.1k $232.6k $232.6k 0.01% Unchanged
78 Element Wealth, LLC 0.11% of their portfolio RIDGELAND, MS 2,0302.0k $229.5k $229.5k 0.11% Reduced -22 -22
79 Cladis Investment Advisory, LLC 0.14% of their portfolio BILLINGS, MT 2,0002.0k $226.1k $226.1k 0.14% Unchanged
80 AUGUSTINE ASSET MANAGEMENT INC 0.06% of their portfolio JACKSONVILLE, FL 1,9872.0k $224.7k $224.7k 0.06% Reduced -82 -82
81 Sequent Planning LLC 0.07% of their portfolio OMAHA, NE 1,9512.0k $220.7k $220.7k 0.07% New
82 BRIGHTON JONES LLC 0.01% of their portfolio SEATTLE, WA 1,8511.9k $209.2k $209.2k 0.01% Added +3 +3
83 Key Financial Inc 0.04% of their portfolio WEST CHESTER, PA 1,8371.8k $207.6k $207.6k 0.04% Reduced -205 -205
84 Mengis Capital Management, Inc. 0.04% of their portfolio PORTLAND, OR 1,8201.8k $205.8k $205.8k 0.04% Reduced -150 -150
85 BELLEVUE ASSET MANAGEMENT, LLC 0.08% of their portfolio BELLEVUE, WA 1,3661.4k $154.5k $154.5k 0.08% Added +1 +1
86 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,3651.4k $154.3k $154.3k 0.00% Unchanged
87 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,1701.2k $132.3k $132.3k 0.00% Unchanged
88 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.04% of their portfolio WALTHAM, MA 1,0001.0k $113.1k $113.1k 0.04% Unchanged
89 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 973973 $110.0k $110.0k 0.00% Unchanged
90 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 900900 $101.8k $101.8k 0.00% Unchanged
91 Independence Bank of Kentucky 0.01% of their portfolio OWENSBORO, KY 775775 $87.6k $87.6k 0.01% Unchanged
92 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 749749 $84.3k $84.3k 0.00% Added +73 +73
93 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 740740 $83.7k $83.7k 0.00% Unchanged
94 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 672672 $76.0k $76.0k 0.00% Reduced -10 -10
95 ARCADIA INVESTMENT ADVISORS LLC 0.04% of their portfolio EAGLE, ID 643643 $72.7k $72.7k 0.04% Unchanged
96 FMR LLC 0.00% of their portfolio BOSTON, MA 602602 $68.1k $68.1k 0.00% Added +1 +1
97 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 597597 $67.5k $67.5k 0.00% New
98 Lowe Wealth Advisors, LLC 0.03% of their portfolio COLUMBIA, MD 591591 $66.8k $66.8k 0.03% Reduced -50 -50
99 ORG Partners LLC 0.01% of their portfolio ROANOKE, IN 550550 $62.6k $62.6k 0.01% Unchanged
100 Bristlecone Advisors, LLC 0.01% of their portfolio BELLEVUE, WA 529529 $59.8k $59.8k 0.01% Unchanged