Ownership history in XML Financial, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which XML Financial, LLC reported a position in WISDOMTREE TR (AIVI). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,289 | -122 | -1.3% | 0.04% | $483K | $51.99 |
| 2025 Q3 | ADDED | 9,411 | +617 | +7.0% | 0.04% | $467K | $48.78 |
| 2025 Q2 | UNCHANGED | 8,794 | — | 0% | 0.04% | $424K | $47.02 |
| 2025 Q1 | REDUCED | 8,794 | -265 | -2.9% | 0.04% | $385K | $41.83 |
| 2024 Q4 | REDUCED | 9,059 | -40 | -0.4% | 0.03% | $357K | $37.49 |
| 2024 Q3 | ADDED | 9,099 | +840 | +10.2% | 0.04% | $399K | $41.34 |
| 2024 Q2 | REDUCED | 8,259 | -434 | -5.0% | 0.03% | $325K | $36.91 |
| 2024 Q1 | REDUCED | 8,693 | -588 | -6.3% | 0.04% | $357K | $37.41 |
| 2023 Q4 | ADDED | 9,281 | +243 | +2.7% | 0.04% | $376K | $36.72 |
| 2023 Q3 | REDUCED | 9,038 | -2,615 | -22.4% | 0.04% | $340K | $33.77 |
As of 2025 Q4 — sorted by position size