Institutional Ownership Wisdomtree U.S. Ai Enhanced Va (AIVL)
This table provides information about the institutional ownership of Wisdomtree U.S. Ai Enhanced Va (AIVL). We have compiled data on the 132 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
97,790
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
87,904
shares
|
$9.58 Million
0.75% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
81,697
shares
|
$8.9 Million
2.4% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
42,421
shares
|
$4.62 Million
0.0% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
33,849
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
27,305
shares
|
$2.98 Million
0.31% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
27,000
shares
|
$2.94 Million
0.04% of portfolio
|
Q4 2023
Reduced 3.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
26,512
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
25,114
shares
|
$2.74 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
24,783
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
23,730
shares
|
$2.59 Million
0.4% of portfolio
|
Q3 2024
Added 196.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,361
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 27.54%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
21,763
shares
|
$2.37 Million
0.71% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
20,639
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
17,534
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
17,130
shares
|
$1.87 Million
0.04% of portfolio
|
Q1 2024
Reduced 10.07%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
16,326
shares
|
$1.78 Million
0.38% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
15,369
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,235
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
15,163
shares
|
$1.65 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
14,474
shares
|
$1.58 Million
0.28% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
13,580
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,299
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
13,078
shares
|
$1.42 Million
0.2% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,664
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 3.55%
|