Free Trial

WisdomTree International AI Enhanced Value Fund (AIVI) Institutional Ownership

$41.84 -0.19 (-0.45%)
As of 02/21/2025 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)
4
Total
Institutional Outflows
(last 12 months)
$606.88K
Get AIVI Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree International AI Enhanced Value Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
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%
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%
Elon Takes Aim at Social Security (Ad)

Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.

>>Here are the NINE stocks everyone will wish they own once Elon moves.<<
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, 18 institutional investors and hedge funds held shares of WisdomTree International AI Enhanced Value Fund. The most heavily invested institutionals were BIP Wealth LLC ($2.18M), BKM Wealth Management LLC ($2.15M), OLD Mission Capital LLC ($1.11M), LPL Financial LLC ($1.06M), Jones Financial Companies Lllp ($531K), Jane Street Group LLC ($492K), and XML Financial LLC ($399K).Learn more on AIVI's institutional investors.

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

Of the 15 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), OLD Mission Capital LLC ($30.64K), Jane Street Group LLC ($12.51K), LPL Financial LLC ($12.11K), Raymond James Financial Inc. ($11.44K), and National Bank of Canada FI ($8.89K).

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

Institutional investors have bought a total of 291,708 shares in the last 24 months. This purchase volume represents approximately $11.53M 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: LPL Financial LLC ($12.06K), BIP Wealth LLC ($11.34K), XML Financial LLC ($3.20K), Larson Financial Group LLC ($2.75K), Raymond James & Associates ($471.00), Truvestments Capital LLC ($394.00), and Spire Wealth Management ($376.00).

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

Institutional investors have sold a total of 30,593 shares in the last 24 months. This volume of shares sold represents approximately $1.19M in transactions.



This page (NYSEARCA:AIVI) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners