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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,498
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,322
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
8,852
shares
|
$976,198
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
8,756
shares
|
$965,611
0.13% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
8,250
shares
|
$909,810
0.17% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,063
shares
|
$889,187
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,959
shares
|
$877,718
0.03% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
7,845
shares
|
$865,146
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
7,623
shares
|
$840,664
0.7% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,586
shares
|
$836,584
0.0% of portfolio
|
Q4 2024
Reduced 35.28%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
7,031
shares
|
$775,378
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,724
shares
|
$741,522
0.31% of portfolio
|
Q1 2023
Reduced 13.12%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
6,484
shares
|
$715,055
0.14% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,196
shares
|
$683,294
0.07% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
6,120
shares
|
$674,913
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
5,943
shares
|
$655,394
0.02% of portfolio
|
Q4 2024
Added 42.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,439
shares
|
$599,812
0.0% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,269
shares
|
$581,065
0.02% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
5,130
shares
|
$565,736
0.06% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,068
shares
|
$558,899
0.0% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,969
shares
|
$547,981
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
4,935
shares
|
$544,231
0.03% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,694
shares
|
$517,654
0.0% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,346
shares
|
$479,276
0.02% of portfolio
|
Q2 2020
Added 0.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
4,307
shares
|
$474,975
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|