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WisdomTree International AI Enhanced Value Fund (AIVI) Institutional Ownership

$46.53 +0.52 (+1.13%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for WisdomTree International AI Enhanced Value Fund (NYSEARCA:AIVI)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$2.36M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$878.94K
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AIVI Institutional Buying and Selling by Quarter

WisdomTree International AI Enhanced Value Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025BIP Wealth LLC49,918$2.19M0.1%-9.8%4.538%
4/23/2025 Spire Wealth Management2,204$97K0.0%-19.3%0.200%
4/22/2025 XML Financial LLC8,794$385K0.0%-2.9%0.799%
2/17/2025BIP Wealth LLC55,333$2.18M0.1%-4.3%3.074%
2/14/2025Jane Street Group LLC12,506$492K0.0%N/A0.695%
2/13/2025Raymond James Financial Inc.5,721$225K0.0%N/A0.318%
2/13/2025Wells Fargo & Company MN2,048$81K0.0%+102,300.0%0.114%
2/11/2025LPL Financial LLC26,932$1.06M0.0%-30.9%1.496%
2/6/2025Raymond James Financial Inc.5,721$225K0.0%N/A0.318%
2/6/2025Steward Partners Investment Advisory LLC1,359$54K0.0%+41.7%0.076%
2/6/2025Jones Financial Companies Lllp13,476$531K0.0%+39.7%0.749%
11/12/2024Larson Financial Group LLC2,948$129K0.0%-7.9%0.164%
11/8/2024BIP Wealth LLC57,796$2.53M0.2%+15.9%3.211%
11/2/2024 XML Financial LLC9,099$399K0.0%+10.2%0.506%
10/21/2024Asset Planning Corporation4,697$206K0.1%N/A0.261%
8/19/2024EP Wealth Advisors LLC5,960$235K0.0%N/A0.331%
8/3/2024National Bank of Canada FI9,698$381K0.0%+1,097.3%0.539%
5/17/2024 XML Financial LLC8,693$357K0.0%-6.3%0.483%
2/9/2024Gladstone Institutional Advisory LLC5,593$226K0.0%N/A0.302%
2/2/2024BIP Wealth LLC68,298$2.76M0.2%+5.4%3.692%
2/1/2024Larson Financial Group LLC3,057$124K0.0%-38.7%0.165%
1/11/2024BKM Wealth Management LLC53,218$2.15M0.1%N/A2.877%
1/11/2024BKM Wealth Management LLC53,218$2.15M0.1%N/A2.877%
11/9/2023BIP Wealth LLC64,793$2.43M0.2%-8.6%3.502%
11/6/2023 XML Financial LLC9,038$340K0.0%-22.4%0.489%
11/3/2023Larson Financial Group LLC4,989$187K0.0%-5.5%0.270%
8/10/2023Truvestments Capital LLC4,260$166K0.1%-8.5%0.230%
8/9/2023 Spire Wealth Management2,731$107K0.0%-12.1%0.148%
8/3/2023Larson Financial Group LLC5,280$206K0.0%-5.0%0.264%
7/31/2023LPL Financial LLC18,774$732K0.0%+181.8%0.939%
7/27/2023BIP Wealth LLC70,854$2.76M0.2%-3.8%3.543%
5/10/2023BIP Wealth LLC73,670$2.86M0.3%N/A3.684%
5/9/2023 Spire Wealth Management3,107$121K0.0%+64.0%0.155%
4/14/2023Raymond James & Associates7,190$279K0.0%-6.1%0.342%
3/6/2023OLD Mission Capital LLC30,639$1.11M0.0%N/A1.459%
1/24/2023Sigma Planning Corp13,509$488K0.0%-10.7%0.643%
11/7/2022 Spire Wealth Management1,894$58K0.0%N/A0.086%
8/11/2022Cetera Advisor Networks LLC6,820$243K0.0%N/A0.273%
8/11/2022Sigma Planning Corp15,117$538K0.0%N/A0.605%
8/11/2022 GHP Investment Advisors Inc.3,588$128K0.0%N/A0.144%
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8/9/2022Truvestments Capital LLC7,330$261K0.2%N/A0.293%
8/4/2022Larson Financial Group LLC5,488$195K0.0%N/A0.220%
8/4/2022Steward Partners Investment Advisory LLC959$34K0.0%N/A0.038%
8/1/2022 XML Financial LLC11,819$420K0.1%N/A0.473%
8/1/2022 Investors Asset Management of Georgia Inc. GA ADV2,877$102K0.1%N/A0.115%
(Data available from 1/1/2016 forward)

AIVI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AIVI shares?

During the previous two years, 16 institutional investors and hedge funds held shares of WisdomTree International AI Enhanced Value Fund. The most heavily invested institutionals were BIP Wealth LLC ($2.19M), BKM Wealth Management LLC ($2.15M), LPL Financial LLC ($1.06M), Jones Financial Companies Lllp ($531K), Jane Street Group LLC ($492K), XML Financial LLC ($385K), and National Bank of Canada FI ($381K).Learn more on AIVI's institutional investors.

Which institutional investors have been buying WisdomTree International AI Enhanced Value Fund stock?

Of the 14 institutional investors that purchased WisdomTree International AI Enhanced Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BKM Wealth Management LLC ($106.44K), BIP Wealth LLC ($85.11K), Jane Street Group LLC ($12.51K), LPL Financial LLC ($12.11K), Raymond James Financial Inc. ($11.44K), National Bank of Canada FI ($8.89K), and EP Wealth Advisors LLC ($5.96K).

How much institutional buying is happening at WisdomTree International AI Enhanced Value Fund?

Institutional investors have bought a total of 261,069 shares in the last 24 months. This purchase volume represents approximately $10.42M in transactions.

Which WisdomTree International AI Enhanced Value Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree International AI Enhanced Value Fund stock in the last 24 months: BIP Wealth LLC ($16.76K), LPL Financial LLC ($12.06K), XML Financial LLC ($3.47K), Larson Financial Group LLC ($2.75K), Spire Wealth Management ($903.00), and Truvestments Capital LLC ($394.00).

How much institutional selling is happening at WisdomTree International AI Enhanced Value Fund?

Institutional investors have sold a total of 36,329 shares in the last 24 months. This volume of shares sold represents approximately $1.44M in transactions.



This page (NYSEARCA:AIVI) was last updated on 5/2/2025 by MarketBeat.com Staff
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