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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,240
shares
|
$478,908
0.0% of portfolio
|
Q3 2025
Added 13.4%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,181
shares
|
$472,243
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,175
shares
|
$471,566
0.0% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 06, 2025 Q3 2025 |
4,085
shares
|
$461,400
0.27% of portfolio
|
Q1 2024
Reduced 16.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
4,000
shares
|
$451,800
0.01% of portfolio
|
Q3 2021
Reduced 2.77%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,878
shares
|
$438,020
0.02% of portfolio
|
Q3 2025
Reduced 17.08%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
3,808
shares
|
$430,113
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,790
shares
|
$428,080
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,765
shares
|
$425,256
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,735
shares
|
$421,868
0.0% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
3,566
shares
|
$402,779
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,507
shares
|
$396,115
0.0% of portfolio
|
Q3 2025
Added 40.73%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
3,415
shares
|
$385,724
0.09% of portfolio
|
Q4 2023
Reduced 23.09%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
3,407
shares
|
$384,820
0.04% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
3,030
shares
|
$342,238
0.03% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$338,850
0.06% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,929
shares
|
$330,830
0.01% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
2,914
shares
|
$329,136
0.15% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
2,903
shares
|
$327,893
0.0% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,875
shares
|
$324,731
0.03% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
2,840
shares
|
$320,778
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
2,688
shares
|
$303,609
0.02% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,550
shares
|
$288,022
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,514
shares
|
$283,956
0.0% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,495
shares
|
$281,810
0.19% of portfolio
|
Q3 2025
Reduced 8.1%
|
|