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 961,386 shares, which have been reported (via 13F filing form) to have a value of $110 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
|
$482,114
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,220
shares
|
$481,544
0.0% of portfolio
|
Q2 2025
Added 39.23%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,180
shares
|
$476,979
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
4,085
shares
|
$466,139
0.29% of portfolio
|
Q1 2024
Reduced 16.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,000
shares
|
$456,440
0.01% of portfolio
|
Q3 2021
Reduced 2.77%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,842
shares
|
$438,410
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
3,796
shares
|
$433,161
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,739
shares
|
$426,657
0.0% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
3,690
shares
|
$421,065
0.1% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
3,566
shares
|
$406,916
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,462
shares
|
$395,048
0.01% of portfolio
|
Q2 2025
Reduced 56.5%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
3,415
shares
|
$389,685
0.11% of portfolio
|
Q4 2023
Reduced 23.09%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
3,407
shares
|
$388,772
0.05% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
3,230
shares
|
$368,575
0.56% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
3,030
shares
|
$345,753
0.04% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$342,330
0.06% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
2,902
shares
|
$331,147
0.15% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,875
shares
|
$328,066
0.03% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
2,840
shares
|
$324,072
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,720
shares
|
$310,379
0.01% of portfolio
|
Q3 2022
Reduced 2.33%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
2,715
shares
|
$309,808
0.23% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
2,688
shares
|
$306,727
0.02% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,603
shares
|
$297,028
0.0% of portfolio
|
Q1 2025
Added 86666.67%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,550
shares
|
$290,980
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,537
shares
|
$289,497
0.0% of portfolio
|
Q2 2025
Added 0.08%
|