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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,225
shares
|
$480,931
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,220
shares
|
$480,362
0.0% of portfolio
|
Q2 2025
Added 39.23%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,181
shares
|
$475,923
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 06, 2025 Q3 2025 |
4,085
shares
|
$464,995
0.27% of portfolio
|
Q1 2024
Reduced 16.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,000
shares
|
$455,320
0.01% of portfolio
|
Q3 2021
Reduced 2.77%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,842
shares
|
$437,334
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
3,808
shares
|
$433,464
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,739
shares
|
$425,610
0.0% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
3,566
shares
|
$405,917
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,462
shares
|
$394,079
0.01% of portfolio
|
Q2 2025
Reduced 56.5%
|
|
|
Rs Crum Inc.
|
Sep 23, 2025 Q2 2025 |
3,415
shares
|
$388,729
0.1% of portfolio
|
Q4 2023
Reduced 23.09%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
3,407
shares
|
$387,818
0.04% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
3,230
shares
|
$367,670
0.56% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
3,030
shares
|
$344,904
0.03% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$341,490
0.06% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
2,902
shares
|
$330,334
0.15% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,875
shares
|
$327,261
0.03% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
2,840
shares
|
$323,277
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
2,688
shares
|
$305,975
0.02% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,603
shares
|
$296,299
0.0% of portfolio
|
Q1 2025
Added 86666.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,550
shares
|
$290,266
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,537
shares
|
$288,786
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,495
shares
|
$284,005
0.19% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,492
shares
|
$283,664
0.0% of portfolio
|
Q1 2024
Reduced 18.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,430
shares
|
$276,606
0.0% of portfolio
|
Q2 2025
Added 7.0%
|