DOSSIER · 13F Holders · Q2 2026
AIVI

WISDOMTREE TR

40 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W786·40 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$15M
visible holders
Holders
40
filers reporting
Concentration
18.60%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported AIVI in Q2 2026. MORGAN STANLEY leads at 18.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$3M51K0.00%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$3M47K0.00%Q2 2026
03
BIP Wealth, LLC
CIK 0001590214
$2M34K0.05%Q2 2026
04
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$2M28K0.05%Q1 2026
05
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$863K15K0.00%Q2 2026
06
Truvestments Capital LLC
CIK 0001750405
$829K15K0.12%Q2 2026
07
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$622K11K0.00%Q1 2026
08
Savant Capital, LLC
CIK 0001482880
$550K10K0.00%Q2 2026
09
XML Financial, LLC
CIK 0001800465
$503K9K0.04%Q2 2026
10
CITADEL ADVISORS LLC
CIK 0001423053
$407K7K0.00%Q2 2026
11
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$406K8K0.00%Q1 2026
12
EP Wealth Advisors, LLC
CIK 0001540569
$336K6K0.00%Q2 2026
13
Creative Planning
CIK 0001540235
$293K5K0.00%Q2 2026
14
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$271K5K0.00%Q2 2026
15
Mezzasalma Advisors, LLC
CIK 0001864916
$256K5K0.05%Q2 2026
16
ASSET PLANNING CORPORATION
CIK 0000007773
$233K5K0.11%Q3 2025
17
WELLS FARGO & COMPANY/MN
CIK 0000072971
$233K4K0.00%Q2 2026
18
STIFEL FINANCIAL CORP
CIK 0000720672
$225K4K0.00%Q2 2026
19
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$210K4K0.00%Q2 2026
20
NewEdge Advisors, LLC
CIK 0001633516
$182K3K0.00%Q2 2026
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Insiders at WISDOMTREE TR
Zhang JieGuo JinlinHansel James