Vault-13

WISDOMTREE TR AIVL

US AI ENHANCED · ETP · CUSIP 97717W406

118 institutional holders +1 vs Q3 2025
868,119868.1k shares reported held*
$99.9mreported value*
9 new 22 added 34 reduced 10 sold out net sold ≈ $6.0m (-52.5k 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 ≈ $115.06.

Trends to Q4 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: 122Q3 25: 117Q4 25: 118118Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025117
Q4 2025118

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 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 25Q3 25: 30 bought or addedQ3 25: 46 cut or sold outQ4 25: 31 bought or addedQ4 25: 44 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242744
Q2 20242347
Q3 20243638
Q4 20242646
Q1 20252847
Q2 20253140
Q3 20253046
Q4 20253144

Calls vs puts

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

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

Biggest buyers

LPL Financial LLC Added +7,237+7.2k
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Added +6,100+6.1k
Corient Private Wealth LP New +4,512+4.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +4,221+4.2k
KINTRA WEALTH, LLC New +2,739+2.7k
AXXCESS WEALTH MANAGEMENT, LLC New +1,763+1.8k
Farther Finance Advisors, LLC New +1,111+1.1k
Biondo Investment Advisors, LLC Added +740+740
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Added +691+691
Jaffetilchin Investment Partners, LLC Added +428+428

Biggest sellers

CITADEL ADVISORS LLC Reduced -20,858-20.9k
Westside Investment Management, Inc. Reduced -20,446-20.4k
ENVESTNET ASSET MANAGEMENT INC Sold out -7,080-7.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -4,843-4.8k
Janney Montgomery Scott LLC Reduced -3,883-3.9k
ROYAL BANK OF CANADA Reduced -3,674-3.7k
VestGen Advisors, LLC Sold out -3,566-3.6k
Tower Research Capital LLC (TRC) Sold out -2,929-2.9k
UBS Group AG Reduced -2,836-2.8k
Sequent Planning LLC Sold out -1,872-1.9k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Jaffetilchin Investment Partners, LLC 0.60% of their portfolio TAMPA, FL 89,86289.9k $10.3m $10.3m 0.60% Added +428 +428
2 Noble Family Wealth, LLC 2.15% of their portfolio Clearwater, FL 88,82588.8k $10.2m $10.2m 2.15% Reduced -217 -217
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 79,46479.5k $9.1m $9.1m 0.00% Reduced -1.0k -1,004
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 48,17848.2k $5.5m $5.5m 0.00% Added +7.2k +7,237
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 35,76935.8k $4.1m $4.1m 0.00% Reduced -3.7k -3,674
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 30,92530.9k $3.6m $3.6m 0.01% Added +144 +144
7 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 25,74125.7k $3.0m $3.0m 0.00% Reduced -4.8k -4,843
8 Salomon & Ludwin, LLC 0.26% of their portfolio RICHMOND, VA 25,49825.5k $3.0m $3.0m 0.26% Reduced -257 -257
9 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.64% of their portfolio RICHMOND, VA 24,57924.6k $2.8m $2.8m 0.64% Reduced -158 -158
10 WealthBridge Capital Management, LLC 0.55% of their portfolio WESTERVILLE, OH 21,08221.1k $2.4m $2.4m 0.55% Reduced -17 -17
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 20,27620.3k $2.3m $2.3m 0.00% Reduced -251 -251
12 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 16,35316.4k $1.9m $1.9m 0.01% Reduced -87 -87
13 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 14,17614.2k $1.6m $1.6m 0.03% Reduced -162 -162
14 Biondo Investment Advisors, LLC 0.19% of their portfolio MILFORD, PA 13,41813.4k $1.5m $1.5m 0.19% Added +740 +740
15 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.21% of their portfolio FORT WORTH, TX 13,40013.4k $1.5m $1.5m 0.21% Added +6.1k +6,100
16 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,19813.2k $1.5m $1.5m 0.00% Unchanged
17 Well Done, LLC 0.23% of their portfolio HOLLAND, MI 13,12513.1k $1.5m $1.5m 0.23% Reduced -209 -209
18 Curi Capital, LLC 0.02% of their portfolio CHICAGO, IL 12,14312.1k $1.4m $1.4m 0.02% Unchanged
19 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 12,11812.1k $1.4m $1.4m 0.02% Unchanged
20 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 10,98011.0k $1.3m $1.3m 0.02% Reduced -608 -608
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,36110.4k $1.2m $1.2m 0.00% Added +160 +160
22 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 8,0638.1k $927.1k $927.1k 0.01% Added +691 +691
23 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,9748.0k $916.9k $916.9k 0.00% Added +254 +254
24 ROBINSON SMITH WEALTH ADVISORS LLC 0.60% of their portfolio South Portland, ME 7,6237.6k $876.5k $876.5k 0.60% Unchanged
25 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,5287.5k $866.0k $866.0k 0.00% Reduced -3.9k -3,883
26 AMARILLO NATIONAL BANK 0.14% of their portfolio AMARILLO, TX 7,0317.0k $808.4k $808.4k 0.14% Unchanged
27 Institute for Wealth Management, LLC. 0.08% of their portfolio DENVER, CO 6,9366.9k $797.5k $797.5k 0.08% Reduced -300 -300
28 Kelman-Lazarov, Inc. 0.11% of their portfolio MEMPHIS, TN 6,4206.4k $738.1k $738.1k 0.11% Reduced -12 -12
29 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 6,2476.2k $718.3k $718.3k 0.00% Unchanged
30 Destiny Wealth Partners, LLC 0.08% of their portfolio TAVARES, FL 6,1206.1k $734.6k $734.6k 0.08% Unchanged
31 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,7365.7k $659.6k $659.6k 0.00% Reduced -33 -33
32 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,6675.7k $651.6k $651.6k 0.00% Added +175 +175
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,6225.6k $646.0k $646.0k 0.00% Reduced -26 -26
34 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 5,5365.5k $636.5k $636.5k 0.01% Added +3 +3
35 Decker Wealth Management LLC 0.13% of their portfolio NASHVILLE, TN 5,0565.1k $581.3k $581.3k 0.13% First filing
36 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 5,0435.0k $579.9k $579.9k 0.00% Reduced -57 -57
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,8284.8k $555.2k $555.2k 0.00% Reduced -1.2k -1,220
38 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 4,5124.5k $519.7k $519.7k 0.00% New
39 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 4,4594.5k $512.7k $512.7k 0.00% Unchanged
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,2424.2k $487.7k $487.7k 0.00% Added +2 +2
41 MONTAG A & ASSOCIATES INC 0.02% of their portfolio ATLANTA, GA 4,2284.2k $486.1k $486.1k 0.02% Added +350 +350
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,2214.2k $485.3k $485.3k 0.00% New
43 PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 0.27% of their portfolio PORTAGE, MI 4,0854.1k $469.7k $469.7k 0.27% Unchanged
44 Nadler Financial Group, Inc. 0.04% of their portfolio DEERFIELD, IL 4,0554.1k $466.2k $466.2k 0.04% Reduced -1.1k -1,075
45 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 4,0004.0k $459.9k $459.9k 0.00% Unchanged
46 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3,9373.9k $452.7k $452.7k 0.00% Reduced -238 -238
47 CAHILL FINANCIAL ADVISORS INC 0.05% of their portfolio EDINA, MN 3,8223.8k $439.4k $439.4k 0.05% Added +14 +14
48 MLP3, LLC 0.47% of their portfolio LINWOOD, NJ 3,7623.8k $432.6k $432.6k 0.47% First filing
49 Performance Wealth Partners, LLC 0.01% of their portfolio HINSDALE, IL 3,7473.7k $430.8k $430.8k 0.01% Reduced -43 -43
50 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,7453.7k $430.5k $430.5k 0.00% Added +10 +10
51 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,5073.5k $403.2k $403.2k 0.00% Unchanged
52 RS CRUM INC. 0.08% of their portfolio Newport Beach, CA 3,4153.4k $392.7k $392.7k 0.08% Unchanged
53 Graves Light Lenhart Wealth, Inc. 0.04% of their portfolio HARRISONBURG, VA 3,4073.4k $391.7k $391.7k 0.04% Unchanged
54 WEBSTER BANK, N. A. 0.03% of their portfolio WATERBURY, CT 3,0303.0k $348.4k $348.4k 0.03% Unchanged
55 Aspen Grove Capital, LLC 0.06% of their portfolio AVON, CO 3,0003.0k $344.9k $344.9k 0.06% Unchanged
56 LGL PARTNERS, LLC 0.14% of their portfolio PHILADELPHIA, PA 2,9282.9k $336.7k $336.7k 0.14% Added +14 +14
57 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 2,9032.9k $333.8k $333.8k 0.00% Unchanged
58 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 2,8752.9k $330.6k $330.6k 0.02% Unchanged
59 Bouchey Financial Group, Ltd. 0.02% of their portfolio TROY, NY 2,8402.8k $326.5k $326.5k 0.02% Unchanged
60 KINTRA WEALTH, LLC 0.04% of their portfolio WILLIAMSPORT, PA 2,7392.7k $314.9k $314.9k 0.04% New
61 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 2,6882.7k $309.1k $309.1k 0.02% Unchanged
62 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 2,6472.6k $304.3k $304.3k 0.01% Reduced -1.5k -1,534
63 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 2,5542.6k $293.7k $293.7k 0.00% Reduced -20.9k -20,858
64 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,5502.5k $293.0k $293.0k 0.00% Unchanged
65 Fingerlakes Wealth Management, Inc. 0.18% of their portfolio ITHACA, NY 2,5072.5k $288.2k $288.2k 0.18% Added +12 +12
66 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 2,4922.5k $286.5k $286.5k 0.00% Reduced -22 -22
67 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 2,4722.5k $284.2k $284.2k 0.00% Added +2 +2
68 Mezzasalma Advisors, LLC 0.07% of their portfolio TINTON FALLS, NJ 2,3582.4k $271.5k $271.5k 0.07% Added +10 +10
69 TRUST CO OF VERMONT 0.01% of their portfolio BRATTLEBORO, VT 2,3002.3k $264.5k $264.5k 0.01% Unchanged
70 AGF MANAGEMENT LTD 0.00% of their portfolio TORONTO, A6 2,2552.3k $259.3k $259.3k 0.00% Unchanged
71 SouthState Bank Corp 0.01% of their portfolio Winter Haven, FL 2,1242.1k $244.2k $244.2k 0.01% Unchanged
72 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 2,1032.1k $241.8k $241.8k 0.00% Unchanged
73 SAX WEALTH ADVISORS, LLC 0.01% of their portfolio PARSIPPANY, NJ 2,0572.1k $236.5k $236.5k 0.01% Unchanged
74 Avant Capital LLC 0.16% of their portfolio LAFAYETTE, LA 2,0262.0k $233.0k $233.0k 0.16% Reduced -74 -74
75 Cladis Investment Advisory, LLC 0.13% of their portfolio BILLINGS, MT 2,0002.0k $230.0k $230.0k 0.13% Unchanged
76 AUGUSTINE ASSET MANAGEMENT INC 0.05% of their portfolio JACKSONVILLE, FL 1,9872.0k $228.5k $228.5k 0.05% Unchanged
77 Key Financial Inc 0.04% of their portfolio WEST CHESTER, PA 1,8381.8k $211.3k $211.3k 0.04% Added +1 +1
78 Mengis Capital Management, Inc. 0.04% of their portfolio PORTLAND, OR 1,7951.8k $206.4k $206.4k 0.04% Unchanged
79 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 1,7631.8k $202.7k $202.7k 0.00% New
80 Steigerwald, Gordon & Koch Inc. 0.02% of their portfolio LEESBURG, VA 1,6711.7k $192.2k $192.2k 0.02% Unchanged
81 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,5251.5k $175.3k $175.3k 0.00% Reduced -2.8k -2,836
82 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,3651.4k $156.9k $156.9k 0.00% Unchanged
83 BELLEVUE ASSET MANAGEMENT, LLC 0.05% of their portfolio BELLEVUE, WA 1,2701.3k $146.1k $146.1k 0.05% Reduced -98 -98
84 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,1701.2k $134.5k $134.5k 0.00% Unchanged
85 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1111.1k $127.7k $127.7k 0.00% New
86 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.03% of their portfolio WALTHAM, MA 1,0001.0k $115.0k $115.0k 0.03% Unchanged
87 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 973973 $111.9k $111.9k 0.00% Unchanged
88 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 828828 $95.2k $95.2k 0.00% Added +162 +162
89 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 816816 $93.8k $93.8k 0.00% Unchanged
90 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 740740 $85.1k $85.1k 0.00% Unchanged
91 FMR LLC 0.00% of their portfolio BOSTON, MA 664664 $76.3k $76.3k 0.00% Added +62 +62
92 ARCADIA INVESTMENT ADVISORS LLC 0.03% of their portfolio EAGLE, ID 643643 $73.9k $73.9k 0.03% Unchanged
93 Independence Bank of Kentucky 0.01% of their portfolio OWENSBORO, KY 625625 $71.9k $71.9k 0.01% Unchanged
94 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 622622 $71.5k $71.5k 0.00% Reduced -40 -40
95 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 490490 $56.3k $56.3k 0.00% Reduced -750 -750
96 Bravera Wealth 0.03% of their portfolio BISMARCK, ND 488488 $56.1k $56.1k 0.03% First filing
97 1620 INVESTMENT ADVISORS, INC. 0.03% of their portfolio PLYMOUTH, MA 385385 $44.3k $44.3k 0.03% Reduced -45 -45
98 Glassman Wealth Services 0.01% of their portfolio VIENNA, VA 357357 $41.0k $41.0k 0.01% Unchanged
99 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 353353 $40.6k $40.6k 0.00% Added +2 +2
100 Westside Investment Management, Inc. 0.01% of their portfolio SANTA MONICA, CA 350350 $40.3k $40.3k 0.01% Reduced -20.4k -20,446