Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (AIVI)

34 + Investors. Track Smart Money conviction in AIVI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — AIVI

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AIVI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
34 funds currently hold this stock — 94% of the 3.0-year high of 36 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AIVI is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

17 buying15 selling
Last quarter: 17 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 6 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 21% medium ■ 15% new
22 out of 34 hedge funds have held AIVI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

7 → 3 → 6 → 8 → 7 new funds/Q
New funds entering each quarter: 3 → 6 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 9% 1-2yr ■ 18% new
Of 34 current holders: 25 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
10 of 34 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in AIVI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AIVI

In 2026 Q1, 17 hedge funds were net buyers of AIVI (7 opened a new position, 10 added to an existing one), while 15 reduced or exited (9 trimmed, 6 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 59% of total institutional value in AIVI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 34.

Hedge Fund Ownership: AIVI

How many hedge funds hold AIVI — quarterly history vs. share price
Quarterly hedge fund ownership of AIVI vs. share price

Market Analysis: AIVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIVI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wisdomtree Tr (AIVI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AIVI has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
AIVI
nan%
SPY
+15.1%

AIVI outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
AIVI
nan%
SPY
+1.3%

Since the filing became public, AIVI outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: AIVI
34 + Investors

Track Smart Money conviction in AIVI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 33 3.03%
13F Shares 285K 274K 4.01%
Total Value $13M $14M -7.04%
New Positions 7 8 -1
Increased Positions 10 8 +2
Closed Positions 6 9 -3
Reduced Positions 9 7 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AIVI

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Financial Highlights

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Institutional Holders (2026 Q1)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIVI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AIVI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Truvestments Capital LLC 0.15% 14,981 $811K
2 BIP Wealth, LLC 0.07% 31,286 $1.7M
3 Mezzasalma Advisors, LLC 0.06% 4,467 $242K
4 XML Financial, LLC 0.04% 9,060 $490K
5 Ameriflex Group, INC. 0.02% 789 $43K
6 Rossby Financial, LCC 0.01% 815 $45K
7 GHP Investment Advisors, Inc. 0.01% 3,261 $176K
8 Larson Financial Group LLC 0.00% 2,555 $138K
9 Spire Wealth Management 0.00% 991 $54K
10 EP Wealth Advisors, LLC 0.00% 5,960 $323K
11 Private Advisor Group, LLC 0.00% 5,639 $305K
12 Savant Capital, LLC 0.00% 4,980 $270K
13 LPL Financial LLC 0.00% 44,746 $2.4M
14 TD Waterhouse Canada Inc. 0.00% 2,600 $142K
15 Steward Partners Investment Advisory, LLC 0.00% 1,509 $82K
16 Jones Financial Companies Lllp 0.00% 15,386 $805K
17 Stifel Financial Corp 0.00% 4,050 $219K
18 Creative Planning 0.00% 5,281 $286K
19 Blair William & Co/Il 0.00% 1,210 $65K
20 Morgan Stanley 0.00% 57,385 $3.1M
21 Advisory Services Network, LLC 0.00% 150 $8K
22 Osaic Holdings, INC. 0.00% 1,325 $72K
23 Raymond James Financial Inc 0.00% 4,222 $229K
24 Citadel Advisors LLC 0.00% 7,800 $422K
25 Jane Street Group, LLC 0.00% 7,505 $406K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (AIVI)

What does the Smart Money Trend signal show for AIVI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AIVI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AIVI?

Slight buying edge — 53% buying: Last quarter: 17 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AIVI holders?

Elite ownership — 59% AUM from top-100 funds: 10 of 34 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in AIVI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AIVI?

65% of holders stayed for 2+ years: 22 out of 34 hedge funds have held AIVI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Wisdomtree Tr (AIVI) following the 2026 Q1 hedge fund 13F filings?

As of today, AIVI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AIVI has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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