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 130 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 $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
10,201
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,322
shares
|
$1.05 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
|
$910,715
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,720
shares
|
$871,974
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
7,623
shares
|
$861,017
0.63% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
7,372
shares
|
$832,667
0.01% of portfolio
|
Q3 2025
Added 223.62%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
7,300
shares
|
$824,535
0.14% of portfolio
|
Q2 2025
Reduced 59.51%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
7,236
shares
|
$817,306
0.09% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
7,080
shares
|
$799,686
0.0% of portfolio
|
Q3 2025
Reduced 39.86%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
7,031
shares
|
$794,151
0.14% of portfolio
|
Q3 2017
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,724
shares
|
$759,475
0.31% of portfolio
|
Q1 2023
Reduced 13.12%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
6,432
shares
|
$726,494
0.12% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
6,247
shares
|
$705,598
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,196
shares
|
$699,838
0.07% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
6,120
shares
|
$691,254
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
6,048
shares
|
$683,121
0.0% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,769
shares
|
$651,608
0.0% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,648
shares
|
$637,941
0.0% of portfolio
|
Q3 2025
Added 19.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
5,533
shares
|
$624,952
0.01% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,492
shares
|
$620,321
0.0% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,269
shares
|
$595,133
0.02% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
5,130
shares
|
$579,433
0.06% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
4,459
shares
|
$503,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,361
shares
|
$492,574
0.0% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,346
shares
|
$490,880
0.02% of portfolio
|
Q2 2020
Added 0.3%
|
|