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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,403
shares
|
$273,533
0.0% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,348
shares
|
$267,272
0.07% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
2,300
shares
|
$261,809
0.01% of portfolio
|
Q3 2025
Reduced 15.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,278
shares
|
$259,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
2,255
shares
|
$256,686
0.0% of portfolio
|
Q2 2024
Reduced 39.95%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
2,124
shares
|
$241,774
0.01% of portfolio
|
Q4 2023
Reduced 15.85%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,103
shares
|
$239,384
0.0% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
2,057
shares
|
$234,148
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$227,660
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
1,987
shares
|
$226,180
0.05% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,951
shares
|
$222,082
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,853
shares
|
$210,926
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,837
shares
|
$209,105
0.04% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,820
shares
|
$207,170
0.04% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,671
shares
|
$190,209
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
1,368
shares
|
$155,719
0.08% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,365
shares
|
$155,377
0.0% of portfolio
|
Q2 2024
Reduced 38.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,170
shares
|
$133,181
0.0% of portfolio
|
Q4 2021
Reduced 8.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
973
shares
|
$110,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
967
shares
|
$110,073
0.01% of portfolio
|
Q4 2022
Added 2.87%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
900
shares
|
$102,447
0.0% of portfolio
|
Q2 2023
Reduced 63.05%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
740
shares
|
$84,234
0.0% of portfolio
|
Q1 2023
Reduced 60.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
672
shares
|
$76,493
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
666
shares
|
$75,810
0.0% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
643
shares
|
$73,192
0.04% of portfolio
|
Q3 2024
Reduced 12.52%
|