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WisdomTree International AI Enhanced Value Fund (AIVI) Institutional Ownership

$51.29 +0.71 (+1.40%)
As of 08/22/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree International AI Enhanced Value Fund (NYSEARCA:AIVI)

Current
Institutional Ownership
Percentage
8.32%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$6.05M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.24M
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AIVI Institutional Buying and Selling by Quarter

WisdomTree International AI Enhanced Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025 Steward Partners Investment Advisory LLC1,659$80K0.0%+22.1%0.151%
7/31/2025 BIP Wealth LLC48,125$2.32M0.1%-3.6%4.375%
7/29/2025 Mezzasalma Advisors LLC4,398$212K0.1%N/A0.400%
6/27/2025 Goldman Sachs Group Inc.6,878$301K0.0%N/A0.625%
5/19/2025 Jane Street Group LLC5,578$244K0.0%-55.4%0.507%
5/16/2025 Goldman Sachs Group Inc.6,878$301K0.0%N/A0.625%
5/16/2025 Jones Financial Companies Lllp76,954$3.37M0.0%+471.0%6.996%
5/14/2025 Truvestments Capital LLC14,190$622K0.1%N/A1.290%
5/14/2025 Flow Traders U.S. LLC44,067$1.93M0.1%+2.1%4.006%
5/2/2025 BIP 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%
2/17/2025 BIP Wealth LLC55,333$2.18M0.1%-4.3%3.074%
2/14/2025 Jane Street Group LLC12,506$492K0.0%N/A0.695%
2/13/2025 Raymond James Financial Inc.5,721$225K0.0%N/A0.318%
2/13/2025 Wells Fargo & Company MN2,048$81K0.0%+102,300.0%0.114%
2/11/2025 LPL Financial LLC26,932$1.06M0.0%-30.9%1.496%
2/6/2025 Raymond James Financial Inc.5,721$225K0.0%N/A0.318%
2/6/2025 Steward Partners Investment Advisory LLC1,359$54K0.0%+41.7%0.076%
2/6/2025 Jones Financial Companies Lllp13,476$531K0.0%+39.7%0.749%
11/12/2024 Larson Financial Group LLC2,948$129K0.0%-7.9%0.164%
11/8/2024 BIP Wealth LLC57,796$2.53M0.2%+15.9%3.211%
11/2/2024 XML Financial LLC9,099$399K0.0%+10.2%0.506%
10/21/2024 Asset Planning Corporation4,697$206K0.1%N/A0.261%
8/19/2024 EP Wealth Advisors LLC5,960$235K0.0%N/A0.331%
8/3/2024 National 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%
2/9/2024 Gladstone Institutional Advisory LLC5,593$226K0.0%N/A0.302%
2/2/2024 BIP Wealth LLC68,298$2.76M0.2%+5.4%3.692%
2/1/2024 Larson Financial Group LLC3,057$124K0.0%-38.7%0.165%
1/11/2024 BKM Wealth Management LLC53,218$2.15M0.1%N/A2.877%
1/11/2024 BKM Wealth Management LLC53,218$2.15M0.1%N/A2.877%
11/9/2023 BIP Wealth LLC64,793$2.43M0.2%-8.6%3.502%
11/6/2023 XML Financial LLC9,038$340K0.0%-22.4%0.489%
11/3/2023 Larson Financial Group LLC4,989$187K0.0%-5.5%0.270%
8/10/2023 Truvestments Capital LLC4,260$166K0.1%-8.5%0.230%
8/9/2023 Spire Wealth Management2,731$107K0.0%-12.1%0.148%
8/3/2023 Larson Financial Group LLC5,280$206K0.0%-5.0%0.264%
7/31/2023 LPL Financial LLC18,774$732K0.0%+181.8%0.939%
7/27/2023 BIP Wealth LLC70,854$2.76M0.2%-3.8%3.543%
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5/10/2023 BIP 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%
3/6/2023 OLD Mission Capital LLC30,639$1.11M0.0%N/A1.459%
1/24/2023 Sigma 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%
8/11/2022 Sigma Planning Corp15,117$538K0.0%N/A0.605%
8/11/2022 GHP Investment Advisors Inc.3,588$128K0.0%N/A0.144%
8/9/2022 Truvestments Capital LLC7,330$261K0.2%N/A0.293%
8/4/2022 Larson Financial Group LLC5,488$195K0.0%N/A0.220%
8/4/2022 Steward 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, 19 institutional investors and hedge funds held shares of WisdomTree International AI Enhanced Value Fund. The most heavily invested institutionals were Jones Financial Companies Lllp ($3.37M), BIP Wealth LLC ($2.32M), BKM Wealth Management LLC ($2.15M), Flow Traders U.S. LLC ($1.93M), LPL Financial LLC ($1.06M), Truvestments Capital LLC ($622K), and XML Financial LLC ($385K).Learn more on WisdomTree International AI Enhanced Value Fund's institutional investors.

What percentage of WisdomTree International AI Enhanced Value Fund's stock is owned by institutional investors?

8.32% of WisdomTree International AI Enhanced Value Fund's stock is owned by institutional investors. Learn more on AIVI's institutional investor holdings.

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

Of the 16 institutional investors that purchased WisdomTree International AI Enhanced Value Fund's 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), Jones Financial Companies Lllp ($67.31K), Truvestments Capital LLC ($14.19K), Goldman Sachs Group Inc. ($13.76K), Jane Street Group LLC ($12.51K), Raymond James Financial Inc. ($11.44K), and BIP Wealth LLC ($11.44K).

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

Institutional investors have bought a total of 140,723 shares in the last 24 months. This purchase volume represents approximately $6.05M in transactions.

Which of WisdomTree International AI Enhanced Value Fund's 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: LPL Financial LLC ($12.06K), BIP Wealth LLC ($9.67K), Jane Street Group LLC ($6.93K), Spire Wealth Management ($527.00), XML Financial LLC ($265.00), and Larson Financial Group LLC ($252.00).

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

Institutional investors have sold a total of 29,698 shares in the last 24 months. This volume of shares sold represents approximately $1.24M in transactions.


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This page (NYSEARCA:AIVI) was last updated on 8/24/2025 by MarketBeat.com Staff
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