WisdomTree International AI Enhanced Value Fund

AIVI • ARCA

WisdomTree International AI Enhanced Value Fund is an exchange-traded fund focused on the household audio & video equipment sector on ARCA. As of Q3 2025, 34 institutional investors hold shares in this ETF, with total holdings valued at $14.9M. MORGAN STANLEY is the largest holder with a position valued at $3.5M.

HOUSEHOLD AUDIO & VIDEO EQUIPMENT

Country

United States of America

Overview

Overview of institutional ownership in AIVI as of Q3 2025

All Institutions

Institutions: 34
Value Held: $14.9M
Shares Held: 300.2K
Avg Position: $438.1K
Median Position: $146.7K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in AIVI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$3.5M 0.00% of portfolio	70.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
L LPL Financial LLC Institution	-	$2.5M 0.00% of portfolio	51.0K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
BIP Wealth, LLC RIA/Wealth	William Joseph Harris CEO	$2.1M 0.10% of portfolio	41.5K shares	Q1 2023 Held for 2y 8m	$2.0B
F FLOW TRADERS U.S. LLC Institution	-	$1.2M 0.06% of portfolio	24.7K shares	Q3 2023 Held for 2y 2m	$2.1B
Truvestments Capital LLC RIA/Wealth	Kaleb Donald Mccarty Managing Partner	$711.8K 0.13% of portfolio	14.3K shares	Q1 2025 Held for 8 months	$552.2M
J JONES FINANCIAL COMPANIES LLLP Institution	-	$674.4K 0.00% of portfolio	13.7K shares	Q2 2024 Held for 1y 5m	$146.70B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$627.1K 0.00% of portfolio	12.6K shares	Q4 2023 Held for 1y 11m	$67.9B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$555.6K 0.00% of portfolio	11.2K shares	Q1 2025 Held for 8 months	$33.5B
XML Financial, LLC RIA/Wealth	Brett Shane Bernstein CEO	$467.1K 0.04% of portfolio	9.4K shares	Q4 2019 Held for 5y 11m	$1.2B
UBS Group AG Institution	Sergio P. Ermotti CEO	$347.2K 0.00% of portfolio	7.0K shares	Q4 2024 Held for 11 months	$511.54B

Net Capital Flow

Institutional buying and selling activity for AIVI in Q3 2025

Traded: +$2.3M
Buyers: 15
Sellers: 9
Total Bought: +$3.3M
Total Sold: −$993.1K
Avg Position: $425.6K

Biggest Buyers

Institution	Net Bought	Current Position
F FLOW TRADERS U.S. LLC Institution	+$1.2M +24.7K shares	$1.2M 24.7K shares
L LPL Financial LLC Institution	+$1.1M +21.6K shares	$2.5M 51.0K shares
MORGAN STANLEY RIA/Wealth	+$438.8K +8.8K shares	$3.5M 70.0K shares
Change Path, LLC RIA/Wealth	+$243.0K +4.9K shares	$243.0K 4.9K shares
S STIFEL FINANCIAL CORP Long Only Manager	+$203.4K +4.1K shares	$203.4K 4.1K shares
XML Financial, LLC RIA/Wealth	+$30.6K +617.0 shares	$467.1K 9.4K shares
Goss Wealth Management LLC RIA/Wealth	+$28.0K +564.0 shares	$28.0K 564.0 shares
Rockefeller Capital Management L.P. Long Only Manager	+$19.9K +400.0 shares	$19.9K 400.0 shares
A Advisor Group Holdings, Inc. Institution	+$8.0K +160.0 shares	$29.0K 582.0 shares
A Advisory Services Network, LLC RIA/Wealth	+$7.4K +149.0 shares	$7.4K 149.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
BIP Wealth, LLC RIA/Wealth	−$330.9K −6.7K shares	$2.1M 41.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$257.6K −5.2K shares	$627.1K 12.6K shares
UBS Group AG Institution	−$232.0K −4.7K shares	$347.2K 7.0K shares
R ROYAL BANK OF CANADA Institution	−$81.1K −1.6K shares	$20.8K 420.0 shares
C COMERICA BANK Institution	−$57.5K −1.2K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$15.4K −310.0 shares	$241.9K 4.9K shares
Creative Planning RIA/Wealth	−$14.9K −300.0 shares	$258.6K 5.2K shares
Larson Financial Group LLC RIA/Wealth	−$3.5K −71.0 shares	$132.8K 2.7K shares
JPMORGAN CHASE & CO Institution	−$101.1 −2.0 shares	$2.4K 47.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AIVI in Q3 2025

New Positions: 2
New Value: $271.0K
Exited Positions: 1
Exited Value: $57.5K

New Positions

Institution	Position Value
Change Path, LLC RIA/Wealth	$243.0K 4.9K shares
Goss Wealth Management LLC RIA/Wealth	$28.0K 564.0 shares

Exited Positions

Institution	Previous Position
C COMERICA BANK Institution	$57.5K 1.2K shares

Options Activity

Institutions with the largest Call and Put options positions in AIVI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with AIVI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Truvestments Capital LLC RIA/Wealth	Kaleb Donald Mccarty Managing Partner	0.13% $711.8K	14.3K shares	Q1 2025 Held for 8 months	$552.2M
ASSET PLANNING CORPORATION RIA/Wealth	Joseph Ottaviano President	0.11% $233.1K	4.7K shares	Q3 2024 Held for 1y 2m	$205.3M
BIP Wealth, LLC RIA/Wealth	William Joseph Harris CEO	0.10% $2.1M	41.5K shares	Q1 2023 Held for 2y 8m	$2.0B
F FLOW TRADERS U.S. LLC Institution	-	0.06% $1.2M	24.7K shares	Q3 2023 Held for 2y 2m	$2.1B
Mezzasalma Advisors, LLC RIA/Wealth	John Douglas Mezzasalma Managing Partner	0.06% $219.2K	4.4K shares	Q2 2025 Held for 5 months	$390.7M
XML Financial, LLC RIA/Wealth	Brett Shane Bernstein CEO	0.04% $467.1K	9.4K shares	Q4 2019 Held for 5y 11m	$1.2B
GHP Investment Advisors, Inc. RIA/Wealth	Carin Dawn Wagner President	0.01% $160.7K	3.2K shares	Q1 2022 Held for 3y 8m	$2.4B
Change Path, LLC RIA/Wealth	Martin Joseph Pfannenstiel President	0.01% $243.0K	4.9K shares	Q3 2025 Held for 2 months	$3.9B
Larson Financial Group LLC RIA/Wealth	Paul Douglas Larson President	0.00% $132.8K	2.7K shares	Q4 2020 Held for 4y 11m	$2.8B
Spire Wealth Management RIA/Wealth	David K. Schaible Managing Partner	0.00% $109.4K	2.2K shares	Q1 2021 Held for 4y 8m	$2.9B