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 996,160 shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
94,840
shares
|
$10.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
89,042
shares
|
$9.99 Million
2.46% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
88,698
shares
|
$9.95 Million
0.72% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
40,073
shares
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
35,823
shares
|
$4.02 Million
0.0% of portfolio
|
Q1 2025
Added 35.63%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
31,708
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
27,000
shares
|
$3.03 Million
0.04% of portfolio
|
Q4 2023
Reduced 3.37%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
26,116
shares
|
$2.93 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
24,790
shares
|
$2.78 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,729
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
21,554
shares
|
$2.42 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
20,743
shares
|
$2.33 Million
0.44% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,413
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
18,030
shares
|
$2.02 Million
0.31% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
16,571
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
16,326
shares
|
$1.83 Million
0.38% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
15,195
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
14,562
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
13,394
shares
|
$1.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,299
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
13,258
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
12,733
shares
|
$1.43 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
11,773
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.83%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
11,598
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,411
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|