Vault-13

WISDOMTREE TR AIVI

INTERNTNL AI ENH · ETP · CUSIP 97717W786

34 institutional holders +3 vs Q2 2025
300,277300.3k shares reported held*
$14.9mreported value*
6 new 10 added 7 reduced 1 sold out net bought ≈ $2.2m (+44.1k 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 ≈ $49.62.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 35Q4 22: 31Q1 23: 34Q2 23: 30Q3 23: 31Q4 23: 37Q1 24: 36Q2 24: 34Q3 24: 28Q4 24: 31Q1 25: 35Q2 25: 31Q3 25: 3434Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202235
Q4 202231
Q1 202334
Q2 202330
Q3 202331
Q4 202337
Q1 202436
Q2 202434
Q3 202428
Q4 202431
Q1 202535
Q2 202531
Q3 202534

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q4 23: 15 bought or addedQ4 23: 10 cut or sold outQ1 24: 13 bought or addedQ1 24: 13 cut or sold outQ1 24Q2 24: 14 bought or addedQ2 24: 14 cut or sold outQ3 24: 13 bought or addedQ3 24: 11 cut or sold outQ3 24Q4 24: 10 bought or addedQ4 24: 11 cut or sold outQ1 25: 15 bought or addedQ1 25: 15 cut or sold outQ1 25Q2 25: 11 bought or addedQ2 25: 13 cut or sold outQ3 25: 16 bought or addedQ3 25: 8 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231510
Q1 20241313
Q2 20241414
Q3 20241311
Q4 20241011
Q1 20251515
Q2 20251113
Q3 2025168

Biggest buyers

FLOW TRADERS U.S. LLC New +24,718+24.7k
LPL Financial LLC Added +21,640+21.6k
MORGAN STANLEY Added +8,842+8.8k
CreativeOne Wealth, LLC New +4,896+4.9k
STIFEL FINANCIAL CORP New +4,099+4.1k
XML Financial, LLC Added +617+617
NewEdge Advisors, LLC New +564+564
Rockefeller Capital Management L.P. New +400+400
OSAIC HOLDINGS, INC. Added +160+160
Advisory Services Network, LLC New +149+149

Biggest sellers

BIP Wealth, LLC Reduced -6,668-6.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -5,190-5.2k
UBS Group AG Reduced -4,675-4.7k
ROYAL BANK OF CANADA Reduced -3,690-3.7k
COMERICA BANK Sold out -1,193-1.2k
RAYMOND JAMES FINANCIAL INC Reduced -310-310
Creative Planning Reduced -300-300
Larson Financial Group LLC Reduced -71-71

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 69,95970.0k $3.5m $3.5m 0.00% Added +8.8k +8,842
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 50,97251.0k $2.5m $2.5m 0.00% Added +21.6k +21,640
3 BIP Wealth, LLC 0.10% of their portfolio ATLANTA, GA 41,45741.5k $2.1m $2.1m 0.10% Reduced -6.7k -6,668
4 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 24,71824.7k $1.2m $1.2m 0.05% New
5 Truvestments Capital LLC 0.13% of their portfolio SARASOTA, FL 14,34114.3k $711.8k $711.8k 0.13% Added +5 +5
6 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 13,68213.7k $674.4k $674.4k 0.00% Unchanged
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,63612.6k $627.1k $627.1k 0.00% Reduced -5.2k -5,190
8 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,19511.2k $556.0k $556.0k 0.00% Added +70 +70
9 XML Financial, LLC 0.04% of their portfolio BETHESDA, MD 9,4119.4k $467.1k $467.1k 0.04% Added +617 +617
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,9957.0k $347.2k $347.2k 0.00% Reduced -4.7k -4,675
11 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,2115.2k $258.6k $258.6k 0.00% Reduced -300 -300
12 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 4,8964.9k $243.0k $243.0k 0.01% New
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 4,8734.9k $241.9k $241.9k 0.00% Reduced -310 -310
14 ASSET PLANNING CORPORATION 0.11% of their portfolio KNOXVILLE, TN 4,6974.7k $233.1k $233.1k 0.11% Unchanged
15 Mezzasalma Advisors, LLC 0.06% of their portfolio TINTON FALLS, NJ 4,4164.4k $219.2k $219.2k 0.06% Added +18 +18
16 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,0994.1k $203.4k $203.4k 0.00% New
17 GHP Investment Advisors, Inc. 0.01% of their portfolio Denver, CO 3,2373.2k $160.7k $160.7k 0.01% Added +10 +10
18 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2,6762.7k $132.8k $132.8k 0.00% Reduced -71 -71
19 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 2,6002.6k $129.2k $129.2k 0.00% Unchanged
20 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,2042.2k $109.4k $109.4k 0.00% Unchanged
21 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,6591.7k $82.3k $82.3k 0.00% Unchanged
22 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,2101.2k $60.1k $60.1k 0.00% Unchanged
23 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 663663 $32.9k $32.9k 0.00% Unchanged
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 582582 $29.0k $29.0k 0.00% Added +160 +160
25 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 564564 $28.0k $28.0k 0.00% New
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 420420 $21.0k $21.0k 0.00% Reduced -3.7k -3,690
27 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 400400 $19.9k $19.9k 0.00% New
28 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 149149 $7.4k $7.4k 0.00% New
29 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 131131 $6.5k $6.5k 0.00% Unchanged
30 CWM, LLC 0.00% of their portfolio OMAHA, NE 116116 $6.0k $6.0k 0.00% Unchanged
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9494 $4.8k $4.8k 0.00% Added +45 +45
32 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1111 $546 $546 0.00% Unchanged
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22 $90 $90 0.00% Added +1 +1
34 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $50 $50 0.00% Unchanged