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 129 institutions that hold shares in the stock, with a total of 947,529 shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
89,066
shares
|
$10.1 Million
0.67% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
89,042
shares
|
$10.1 Million
2.24% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
73,588
shares
|
$8.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
40,543
shares
|
$4.62 Million
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,584
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
28,132
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
27,000
shares
|
$3.07 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.37%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
25,755
shares
|
$2.93 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
24,737
shares
|
$2.82 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
21,594
shares
|
$2.46 Million
0.64% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
20,796
shares
|
$2.37 Million
0.38% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
20,282
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
18,750
shares
|
$2.13 Million
0.04% of portfolio
|
Q2 2025
Added 23.4%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
16,571
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
16,326
shares
|
$1.86 Million
0.38% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
14,338
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
13,334
shares
|
$1.52 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,299
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,198
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
12,743
shares
|
$1.45 Million
0.19% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
12,118
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
11,588
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,411
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,161
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,322
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.51%
|