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 127 institutions that hold shares in the stock, with a total of 1 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
96,774
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
88,410
shares
|
$9.86 Million
0.7% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
81,697
shares
|
$9.11 Million
2.4% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
38,703
shares
|
$4.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,854
shares
|
$3.77 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
27,000
shares
|
$3.01 Million
0.04% of portfolio
|
Q4 2023
Reduced 3.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
26,412
shares
|
$2.94 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
26,333
shares
|
$2.94 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
25,114
shares
|
$2.8 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
24,708
shares
|
$2.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
22,001
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
21,830
shares
|
$2.43 Million
0.36% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
21,650
shares
|
$2.41 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
20,569
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
17,686
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
16,326
shares
|
$1.82 Million
0.38% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,630
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
15,223
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
15,163
shares
|
$1.69 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
15,023
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
14,474
shares
|
$1.61 Million
0.28% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,299
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
13,257
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
12,908
shares
|
$1.44 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,664
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 3.55%
|