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 947,064 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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,063
shares
|
$917,811
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,720
shares
|
$878,767
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
7,623
shares
|
$867,726
0.63% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,620
shares
|
$867,384
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
|
$830,959
0.14% of portfolio
|
Q2 2025
Reduced 59.51%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
7,236
shares
|
$823,673
0.09% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
7,080
shares
|
$805,916
0.0% of portfolio
|
Q3 2025
Reduced 39.86%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
7,031
shares
|
$800,338
0.14% of portfolio
|
Q3 2017
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
6,779
shares
|
$771,653
0.0% of portfolio
|
Q2 2025
Reduced 63.18%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,724
shares
|
$765,392
0.31% of portfolio
|
Q1 2023
Reduced 13.12%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
6,432
shares
|
$732,154
0.13% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
6,248
shares
|
$711,209
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,196
shares
|
$705,290
0.07% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
6,120
shares
|
$696,639
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,606
shares
|
$638,130
0.0% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
5,533
shares
|
$629,821
0.01% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,344
shares
|
$608,307
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,269
shares
|
$599,770
0.02% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
5,130
shares
|
$583,947
0.06% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,969
shares
|
$565,621
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,739
shares
|
$539,440
0.0% of portfolio
|
Q2 2025
Added 58.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,712
shares
|
$536,366
0.0% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,677
shares
|
$532,382
0.03% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,522
shares
|
$514,739
0.0% of portfolio
|
Q2 2025
Added 413.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,346
shares
|
$494,705
0.02% of portfolio
|
Q2 2020
Added 0.3%
|