Wisdomtree International AIAIVIETF

13F holders, Q2 2025 (June 30)
30holders −3
3new positions
6sold out
$48.16avg. 13F price*

At the end of Q2 2025, 30 institutions reported holding Wisdomtree International AI (AIVI) in their 13F filings, down 3 from Q1 2025. 3 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($2.9M), BIP Wealth, LLC ($2.3M) and LPL Financial LLC ($1.4M).

Company
Wisdomtree International AI
CUSIP
97717W786
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 36Q1 2024Q2 2024: 34Q2 2024Q3 2024: 28Q3 2024Q4 2024: 31Q4 2024Q1 2025: 33Q1 2025Q2 2025: 30Q2 2025Q3 2025: 34Q3 2025Q4 2025: 33Q4 2025Q1 2026: 36Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$218K
Exits6$2.7M

All 13F filers, Q1 2025 → Q2 2025: 17,791 shares bought and 83,810 shares sold, net −66,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Morgan Stanley 0.00% Add +22.5% 61,117 $2.9M
BIP Wealth, LLC 0.14% Reduce -3.6% 48,125 $2.3M
LPL Financial LLC 0.00% Add +4.4% 29,332 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -48.6% 17,826 $858K
Truvestments Capital LLC 0.14% Add +1.0% 14,336 $690K
Jones Financial Companies LLLP 0.00% Add +1.4% 13,682 $658K
UBS Group AG 0.00% Reduce -6.4% 11,670 $562K
Cambridge Investment Research Advisors, Inc. 0.00% No change 11,125 $536K
XML Financial, LLC 0.04% No change 8,794 $424K
EP Wealth Advisors, LLC 0.00% No change 5,960 $287K
Creative Planning 0.00% No change 5,511 $265K
Raymond James Financial Inc. 0.00% Add +2.4% 5,183 $250K
Asset Planning Corporation 0.12% No change 4,697 $226K
Mezzasalma Advisors, LLC 0.06% New 4,398 $212K
GHP Investment Advisors, Inc. 0.01% Add +1.0% 3,227 $155K
Larson Financial Group LLC 0.01% Reduce -0.9% 2,747 $132K
TD Waterhouse Canada Inc. 0.00% No change 2,600 $126K
Spire Wealth Management 0.00% No change 2,204 $106K
Royal Bank of Canada 0.00% No change 2,055 $99K
Steward Partners Investment Advisory, LLC 0.00% Add +22.1% 1,659 $80K
Blair William & Co. 0.00% No change 1,210 $58K
Comerica Bank 0.00% No change 1,193 $57K
Citigroup Inc. 0.00% No change 663 $32K
Osaic Holdings, Inc. 0.00% Reduce -48.7% 422 $20K
US Bancorp \de 0.00% New 131 $6K
Cwm, LLC 0.00% No change 116 $6K
JPMorgan Chase & Co. 0.00% No change 49 $2K
AdvisorNet Financial, Inc 0.00% No change 11 $530
Wells Fargo & Company 0.00% Reduce -99.9% 1 $53
FMR LLC 0.00% New 1 $48

"% of holder's portfolio" is AIVI's weight in each manager's 13F, not the share of Wisdomtree International AI the manager owns.