AIVL — WISDOMTREE TR

Ownership history in Sequent Planning LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in WISDOMTREE TR (AIVL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2025 Q2)
Avg. % of fund
0.07%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,872 -79 -4.0% 0.06% $214K $113.74
2025 Q2 INITIATED 1,951 — — 0.07% $221K $112.06
% of Fund (quarterly)    AIVL price (monthly, adj. close)

Other funds also holding AIVL

As of 2025 Q4 — sorted by position size

Noble Family Wealth, LLC 2.15% Jaffetilchin Investment Partners, LLC 3Y 7Y 0.6% ROBINSON SMITH WEALTH ADVISORS LLC 0.6% WealthBridge Capital Management, LLC 3Y 7Y 0.55% PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 3Y 0.27% Salomon & Ludwin, LLC 3Y 7Y 0.26% Well Done, LLC 3Y 7Y 0.23% Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3Y 7Y 0.21% Biondo Investment Advisors, LLC 3Y 7Y 0.19% Fingerlakes Wealth Management, Inc. 3Y 0.18%
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