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Public ownership evidence

WisdomTree U.S. AI Enhanced Value Fund (AIVL) Ownership Disclosures

Read AIVL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-282,256$295,833None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,722$750,366None
Corient Private Wealth LP2026-06-302026-08-182,256$295,833None
Sequent Planning LLC2026-06-302026-08-152,077$272,388None
Glen Eagle Advisors, LLC2026-06-302026-08-15264$34,619None
KINTRA WEALTH, LLC2026-06-302026-08-154,013$545,614None
Ameritas Advisory Services, LLC2026-06-302026-08-15597$78,285None
Aspen Grove Capital, LLC2026-06-302026-08-153,000$393,394None
OSAIC HOLDINGS, INC.2026-06-302026-08-1527,000$3,540,545None
OSAIC HOLDINGS, INC.2026-06-302026-08-15540$70,825None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,437$451,019None
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.2026-06-302026-08-1510,400$1,363,766None
JANE STREET GROUP, LLC2026-06-302026-08-154,845$635,331None
JANE STREET GROUP, LLC2026-06-302026-08-152,400$314,715Call
FLOW TRADERS U.S. LLC2026-06-302026-08-154,268$560,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1510,785$1,414,251None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-152,090$274,064None
Waverly Advisors, LLC2026-06-302026-08-153,882$509,026None
&PARTNERS2026-06-302026-08-152,903$380,674None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,404$183,525None
MAI Capital Management2026-06-302026-08-1516,149$2,117,640None
Curi Capital, LLC2026-06-302026-08-155,361$702,995None
Curi Capital, LLC2026-06-302026-08-155,680$744,826None
Cerity Partners LLC2026-06-302026-08-157,747$1,015,811None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-154,459$584,714None
ROYAL BANK OF CANADA2026-06-302026-08-1550$7,000None
ROYAL BANK OF CANADA2026-06-302026-08-159,110$1,195,000None
ROYAL BANK OF CANADA2026-06-302026-08-1519,452$2,551,000None
CITADEL ADVISORS LLC2026-06-302026-08-152,915$382,248None
CITADEL ADVISORS LLC2026-06-302026-08-155,500$721,222Call
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,590$1,388,658None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,334$961,681None
WELLS FARGO & COMPANY/MN2026-06-302026-08-157,686$1,007,816None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,545$202,576None
Silver Grove Financial Group, Inc.2026-06-302026-08-14398$52,190None
Cladis Investment Advisory, LLC2026-06-302026-08-142,000$262,263None
Rockefeller Capital Management L.P.2026-06-302026-08-14816$107,003None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,734$227,382None
UBS Group AG2026-06-302026-08-14171$22,423None
Mariner, LLC2026-06-302026-08-149,298$1,219,247None
Creative Planning2026-06-302026-08-143,507$459,877None
Biondo Investment Advisors, LLC2026-06-302026-08-1413,875$1,819,447None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-148,256$1,082,620None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1412,714$1,667,211None
MORGAN STANLEY2026-06-302026-08-142,270$297,668None
MORGAN STANLEY2026-06-302026-08-1478,351$10,274,382None
MORGAN STANLEY2026-06-302026-08-1467$8,786None
MORGAN STANLEY2026-06-302026-08-141$189None
FMR LLC2026-06-302026-08-141$131None
FMR LLC2026-06-302026-08-141,032$135,279None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Sequent Planning LLC ↗Glen Eagle Advisors, LLC ↗KINTRA WEALTH, LLC ↗Ameritas Advisory Services, LLC ↗Aspen Grove Capital, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.