Wisdomtree International AIAIVIETF
13F holders, Q3 2024 (September 30)28holders −6
1new positions
7sold out
$43.81avg. 13F price*
At the end of Q3 2024, 28 institutions reported holding Wisdomtree International AI (AIVI) in their 13F filings, down 6 from Q2 2024. 1 opened new positions and 7 sold out. The largest holders were BIP Wealth, LLC ($2.5M), Morgan Stanley ($2.3M) and LPL Financial LLC ($1.7M).
- Company
- Wisdomtree International AI
- CUSIP
- 97717W786
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $206K |
| Exits | 7 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 44,624 shares bought and 45,749 shares sold, net −1,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| BIP Wealth, LLC | 0.17% | Add +15.9% | 57,796 | $2.5M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 51,850 | $2.3M |
| LPL Financial LLC | 0.00% | Add +67.9% | 38,987 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +14.8% | 36,609 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +290.4% | 9,646 | $426K |
| XML Financial, LLC | 0.04% | Add +10.2% | 9,099 | $399K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.1% | 7,152 | $313K |
| EP Wealth Advisors, LLC | 0.00% | No change | 5,960 | $261K |
| Creative Planning | 0.00% | Add +4.2% | 5,744 | $252K |
| Raymond James & Associates | 0.00% | Add +0.1% | 5,475 | $240K |
| Asset Planning Corporation | 0.13% | New | 4,697 | $206K |
| Royal Bank of Canada | 0.00% | Add +112.2% | 3,915 | $171K |
| GHP Investment Advisors, Inc. | 0.01% | Add +0.3% | 3,179 | $139K |
| Larson Financial Group LLC | 0.01% | Reduce -7.9% | 2,948 | $129K |
| Spire Wealth Management | 0.00% | Add +66.7% | 2,731 | $120K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,600 | $113K |
| Comerica Bank | 0.00% | No change | 1,340 | $59K |
| Blair William & Co. | 0.00% | No change | 1,210 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 959 | $42K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 788 | $35K |
| Citigroup Inc. | 0.00% | No change | 663 | $29K |
| Geneos Wealth Management Inc. | 0.00% | No change | 567 | $25K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.3% | 394 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 300 | $13K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 255 | $11K |
| Cwm, LLC | 0.00% | No change | 116 | $5K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.9% | 16 | $738 |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $76 |
"% of holder's portfolio" is AIVI's weight in each manager's 13F, not the share of Wisdomtree International AI the manager owns.