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 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,198
shares
|
$235,207
0.0% of portfolio
|
Q4 2023
Reduced 25.19%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,165
shares
|
$231,676
0.13% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
2,124
shares
|
$227,289
0.02% of portfolio
|
Q4 2023
Reduced 15.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,111
shares
|
$225,898
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
2,057
shares
|
$220,119
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
2,057
shares
|
$220,119
0.08% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$214,020
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
1,970
shares
|
$210,809
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
1,969
shares
|
$210,702
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
1,842
shares
|
$197,112
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
1,805
shares
|
$193,153
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,365
shares
|
$146,068
0.08% of portfolio
|
Q3 2023
Reduced 4.61%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,365
shares
|
$146,068
0.0% of portfolio
|
Q2 2024
Reduced 38.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,170
shares
|
$125,201
0.0% of portfolio
|
Q4 2021
Reduced 8.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
973
shares
|
$104,120
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
967
shares
|
$103,478
0.01% of portfolio
|
Q4 2022
Added 2.87%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
900
shares
|
$96,309
0.0% of portfolio
|
Q2 2023
Reduced 63.05%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
882
shares
|
$94,382
0.0% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
863
shares
|
$92,349
0.04% of portfolio
|
Q2 2024
Reduced 20.31%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
775
shares
|
$82,932
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
742
shares
|
$79,401
0.06% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
740
shares
|
$79,187
0.0% of portfolio
|
Q1 2023
Reduced 60.85%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
735
shares
|
$78,652
0.04% of portfolio
|
Q4 2017
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
707
shares
|
$75,656
0.0% of portfolio
|
Q3 2024
Reduced 29.3%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
629
shares
|
$67,309
0.0% of portfolio
|
Q2 2024
Reduced 5.27%
|