13F Insight
DOSSIER · 13F Holders · Q2 2026
AIVL

WISDOMTREE TR

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

CUSIP 97717W406·137 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$78M
visible holders
Holders
137
filers reporting
Concentration
14.68%
Noble Family Wealth, LLC #1
top holder share
AI Holders Summary · Q2 2026

137 institutions reported AIVL in Q2 2026. Noble Family Wealth, LLC leads at 14.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Noble Family Wealth, LLC
CIK 0001976065
$11M87K2.05%Q2 202602
MORGAN STANLEY
CIK 0000895421
$11M81K0.00%Q2 202603
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$10M90K0.62%Q1 202604
LPL Financial LLC
CIK 0001403438
$7M51K0.00%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M31K0.00%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$4M29K0.00%Q2 202607
Salomon & Ludwin, LLC
CIK 0001766156
$3M25K0.27%Q2 202608
FOUNDERS GROVE WEALTH PARTNERS, LLC
CIK 0002046157
$3M23K0.61%Q2 202609
WealthBridge Capital Management, LLC
CIK 0001767313
$3M21K0.54%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M21K0.00%Q2 202611
Westside Investment Management, Inc.
CIK 0001538383
$3M21K0.36%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M18K0.00%Q2 202613
MAI Capital Management
CIK 0001040197
$2M16K0.01%Q2 202614
Integrated Advisors Network LLC
CIK 0001660177
$2M15K0.09%Q2 202615
Biondo Investment Advisors, LLC
CIK 0001455176
$2M14K0.22%Q2 202616
Well Done, LLC
CIK 0001667132
$2M13K0.23%Q2 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M13K0.00%Q2 202618
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$2M13K0.00%Q2 202619
Global Retirement Partners, LLC
CIK 0001749744
$2M12K0.02%Q2 202620
Apollon Wealth Management, LLC
CIK 0001764387
$2M12K0.02%Q2 2026
Page 1 of 7
117 more holders available. Log in →