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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,492
shares
|
$284,362
0.0% of portfolio
|
Q1 2024
Reduced 18.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,430
shares
|
$277,287
0.0% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,403
shares
|
$274,206
0.0% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,339
shares
|
$266,903
0.08% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,278
shares
|
$259,942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
2,255
shares
|
$257,318
0.0% of portfolio
|
Q2 2024
Reduced 39.95%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
2,124
shares
|
$242,369
0.01% of portfolio
|
Q4 2023
Reduced 15.85%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,103
shares
|
$239,973
0.0% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,057
shares
|
$234,724
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,030
shares
|
$231,643
0.11% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$228,220
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
1,987
shares
|
$226,736
0.06% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,951
shares
|
$222,628
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
1,851
shares
|
$211,217
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,837
shares
|
$209,620
0.04% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,820
shares
|
$207,680
0.04% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,366
shares
|
$155,874
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,365
shares
|
$155,760
0.0% of portfolio
|
Q2 2024
Reduced 38.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,170
shares
|
$133,508
0.0% of portfolio
|
Q4 2021
Reduced 8.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
973
shares
|
$111,029
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
967
shares
|
$110,344
0.01% of portfolio
|
Q4 2022
Added 2.87%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
900
shares
|
$102,699
0.0% of portfolio
|
Q2 2023
Reduced 63.05%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
775
shares
|
$88,435
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
749
shares
|
$85,468
0.0% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
740
shares
|
$84,441
0.0% of portfolio
|
Q1 2023
Reduced 60.85%
|