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 133 institutions that hold shares in the stock, with a total of 961,386 shares, which have been reported (via 13F filing form) to have a value of $110 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
|
$10.2 Million
0.67% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
89,042
shares
|
$10.2 Million
2.46% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
73,588
shares
|
$8.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
40,543
shares
|
$4.63 Million
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
31,708
shares
|
$3.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
28,132
shares
|
$3.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
27,000
shares
|
$3.08 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.37%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
26,116
shares
|
$2.98 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
|
$2.83 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
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.
|
Aug 05, 2025 Q2 2025 |
20,743
shares
|
$2.37 Million
0.44% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
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
|
$2.14 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 |
Jul 24, 2025 Q2 2025 |
14,562
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
13,394
shares
|
$1.53 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
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,198
shares
|
$1.51 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
|
Aug 12, 2025 Q2 2025 |
12,118
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
11,773
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.83%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
11,598
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 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%
|