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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,470
shares
|
$278,986
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,348
shares
|
$265,206
0.07% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
2,300
shares
|
$259,785
0.01% of portfolio
|
Q3 2025
Reduced 15.44%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
2,255
shares
|
$254,702
0.0% of portfolio
|
Q2 2024
Reduced 39.95%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
2,124
shares
|
$239,905
0.01% of portfolio
|
Q4 2023
Reduced 15.85%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,103
shares
|
$237,533
0.0% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
2,100
shares
|
$237,195
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
2,057
shares
|
$232,338
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$225,900
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
1,987
shares
|
$224,431
0.05% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
1,872
shares
|
$211,442
0.06% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,853
shares
|
$209,296
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,837
shares
|
$207,489
0.04% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
1,795
shares
|
$202,745
0.04% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,671
shares
|
$188,739
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
1,368
shares
|
$154,515
0.08% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,365
shares
|
$154,176
0.0% of portfolio
|
Q2 2024
Reduced 38.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,170
shares
|
$132,151
0.0% of portfolio
|
Q4 2021
Reduced 8.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
973
shares
|
$109,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
967
shares
|
$109,222
0.01% of portfolio
|
Q4 2022
Added 2.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
816
shares
|
$92,167
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
800
shares
|
$90,360
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
740
shares
|
$83,583
0.0% of portfolio
|
Q1 2023
Reduced 60.85%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
666
shares
|
$75,224
0.0% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
662
shares
|
$74,772
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|