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 1.01 Million 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
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
88,698
shares
|
$9.78 Million
0.72% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
81,502
shares
|
$8.99 Million
2.46% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
40,073
shares
|
$4.42 Million
0.0% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
37,900
shares
|
$4.18 Million
0.01% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
35,823
shares
|
$3.95 Million
0.0% of portfolio
|
Q1 2025
Added 35.63%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
27,000
shares
|
$2.98 Million
0.04% of portfolio
|
Q4 2023
Reduced 3.37%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
26,259
shares
|
$2.9 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
24,861
shares
|
$2.74 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
22,566
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,729
shares
|
$2.4 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
|
$2.38 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
18,883
shares
|
$2.08 Million
0.44% of portfolio
|
Q1 2025
Added 24.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,413
shares
|
$2.03 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
|
$1.99 Million
0.31% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
16,571
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
16,326
shares
|
$1.8 Million
0.38% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
15,195
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
14,968
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
14,099
shares
|
$1.55 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,377
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,299
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
13,258
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
12,733
shares
|
$1.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,411
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|