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Wisdomtree International AI (AIVI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares47,029 from 46,897
Change+132 (+0%)
Value$2.7M (+$78.1K)
Filed 2026-11-06
BIP Wealth, LLC
DECREASED
Shares31,843 from 34,027
Change-2,184 (-6%)
Value$1.8M (-$75.2K)
Filed 2026-10-22
Global View Capital Management LLC
NEW
Shares26,669
Change+26,669
Value$1.5M
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares11,965 from 12,002
Change-37 (0%)
Value$692 (-$675.3K)
Filed 2026-11-02
XML Financial, LLC
INCREASED
Shares9,407 from 8,938
Change+469 (+5%)
Value$543.7K (+$40.5K)
Filed 2026-10-29
Creative Planning
UNCHANGED
Shares5,211 from 5,211
Change0 (0%)
Value$301.2K (+$7.8K)
Filed 2026-11-02
Mezzasalma Advisors, LLC
INCREASED
Shares4,561 from 4,548
Change+13 (+0%)
Value$263.6K (+$7.6K)
Filed 2026-10-14
Savant Capital, LLC
DECREASED
Shares3,980 from 9,960
Change-5,980 (-60%)
Value$230.1K (-$319.9K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares2,642 from 2,629
Change+13 (+0%)
Value$152.7K (+$4.7K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$147.9K (+$2.8K)
Filed 2026-10-16
GHP Investment Advisors, Inc.
DECREASED
Shares2,517 from 2,652
Change-135 (-5%)
Value$145.5K (-$3.8K)
Filed 2026-10-15
Spire Wealth Management
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$57.3K (+$1.5K)
Filed 2026-10-30
Rossby Financial, LCC
NEW
Shares747
Change+747
Value$31.3K
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,679
Change-2,679 (-100%)
Value$0 (-$150.8K)
Filed 2026-11-06
US Bancorp \de\
CLOSED
Shares0 from 131
Change-131 (-100%)
Value$0 (-$7.4K)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$619)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 50,789
Change-50,789 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,441
Change-15,441 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 14,717
Change-14,717 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,238
Change-7,238 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,734
Change-3,734 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 812
Change-812 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 663
Change-663 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
UBS Group AG
N/A
Shares— from 104
Change-104 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 81
Change-81 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 47
Change-47 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED47,02946,897+132+0%$2.6M$2.7M+$78.1K2026-11-06
BIP Wealth, LLC
DECREASED31,84334,027-2,184-6%$1.9M$1.8M-$75.2K2026-10-22
Global View Capital Management LLC
NEW26,669—+26,669——$1.5M—2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED11,96512,002-370%$676.0K$692-$675.3K2026-11-02
XML Financial, LLC
INCREASED9,4078,938+469+5%$503.2K$543.7K+$40.5K2026-10-29
Creative Planning
UNCHANGED5,2115,21100%$293.4K$301.2K+$7.8K2026-11-02
Mezzasalma Advisors, LLC
INCREASED4,5614,548+13+0%$256.0K$263.6K+$7.6K2026-10-14
Savant Capital, LLC
DECREASED3,9809,960-5,980-60%$549.9K$230.1K-$319.9K2026-11-06
Larson Financial Group LLC
INCREASED2,6422,629+13+0%$148.0K$152.7K+$4.7K2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED2,6002,60000%$145.1K$147.9K+$2.8K2026-10-16
GHP Investment Advisors, Inc.
DECREASED2,5172,652-135-5%$149.3K$145.5K-$3.8K2026-10-15
Spire Wealth Management
UNCHANGED99199100%$55.8K$57.3K+$1.5K2026-10-30
Rossby Financial, LCC
NEW747—+747——$31.3K—2026-11-05
Institute for Wealth Management, Llc.
CLOSED02,679-2,679-100%$150.8K$0-$150.8K2026-11-06
US Bancorp \de\
CLOSED0131-131-100%$7.4K$0-$7.4K2026-11-05
Simplex Trading, LLC
CLOSED021-21-100%$1.2K$0-$1.2K2026-11-04
AdvisorNet Financial, Inc
CLOSED011-11-100%$619$0-$6192026-10-15
Morgan Stanley
N/A—50,789-50,789-100%$2.9M———
Jones Financial Companies Lllp
N/A—15,441-15,441-100%$863.0K———
Truvestments Capital LLC
N/A—14,717-14,717-100%$828.6K———
Citadel Advisors LLC
N/A—7,238-7,238-100%$407.5K———
EP Wealth Advisors, LLC
N/A—5,960-5,960-100%$335.5K———
Raymond James Financial Inc
N/A—4,812-4,812-100%$270.9K———
Wells Fargo & Company
N/A—4,136-4,136-100%$232.9K———
Stifel Financial Corp
N/A—4,000-4,000-100%$225.2K———
Susquehanna International Group, LLP
N/A—3,734-3,734-100%$210.2K———
NewEdge Advisors, LLC
N/A—3,228-3,228-100%$181.7K———
Arax Advisory Partners
N/A—1,753-1,753-100%$98.7K———
IMA Advisory Services, Inc.
N/A—1,377-1,377-100%$77.5K———
Blair William & Co
N/A—1,210-1,210-100%$68.1K———
Ameriflex Group, Inc.
N/A—812-812-100%$45.7K———
BlackRock, Inc.
N/A—663-663-100%$37.3K———
Steward Partners Investment Advisory, LLC
N/A—250-250-100%$14.1K———
Osaic Holdings, Inc.
N/A—200-200-100%$11.3K———
UBS Group AG
N/A—104-104-100%$5.9K———
Royal Bank of Canada
N/A—81-81-100%$5.0K———
JPMorgan Chase & Co
N/A—47-47-100%$2.7K———
FMR LLC
N/A—1-1-100%$56———
Showing 38 of 38 institutions