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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,063
shares
|
$920,068
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
7,869
shares
|
$897,931
0.1% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,742
shares
|
$883,439
0.0% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
7,623
shares
|
$869,860
0.69% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,620
shares
|
$869,518
0.0% of portfolio
|
Q2 2025
Reduced 27.41%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
7,300
shares
|
$833,003
0.14% of portfolio
|
Q2 2025
Reduced 59.51%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
7,031
shares
|
$802,307
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
6,779
shares
|
$773,551
0.0% of portfolio
|
Q2 2025
Reduced 63.18%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,724
shares
|
$767,275
0.31% of portfolio
|
Q1 2023
Reduced 13.12%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
6,432
shares
|
$733,955
0.13% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
6,248
shares
|
$712,959
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,196
shares
|
$707,025
0.07% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
6,120
shares
|
$698,353
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,880
shares
|
$670,966
0.02% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,606
shares
|
$639,700
0.0% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,344
shares
|
$609,803
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,269
shares
|
$601,245
0.02% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
5,130
shares
|
$585,384
0.06% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,969
shares
|
$567,012
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,739
shares
|
$540,767
0.0% of portfolio
|
Q2 2025
Added 58.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,712
shares
|
$537,686
0.0% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,677
shares
|
$533,692
0.03% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,522
shares
|
$516,005
0.0% of portfolio
|
Q2 2025
Added 413.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,346
shares
|
$495,922
0.02% of portfolio
|
Q2 2020
Added 0.3%
|