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 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,330
shares
|
$256,952
0.09% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,271
shares
|
$250,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
2,255
shares
|
$248,681
0.0% of portfolio
|
Q2 2024
Reduced 39.95%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,124
shares
|
$234,234
0.01% of portfolio
|
Q4 2023
Reduced 15.85%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,103
shares
|
$231,918
0.0% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
2,069
shares
|
$228,169
0.07% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
2,057
shares
|
$226,845
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
2,052
shares
|
$226,294
0.12% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,042
shares
|
$225,191
0.05% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
2,000
shares
|
$220,560
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
1,970
shares
|
$217,251
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,848
shares
|
$203,797
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,365
shares
|
$150,532
0.0% of portfolio
|
Q2 2024
Reduced 38.43%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,365
shares
|
$150,532
0.08% of portfolio
|
Q3 2023
Reduced 4.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,170
shares
|
$129,027
0.0% of portfolio
|
Q4 2021
Reduced 8.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
973
shares
|
$107,302
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
967
shares
|
$106,640
0.01% of portfolio
|
Q4 2022
Added 2.87%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
900
shares
|
$99,252
0.0% of portfolio
|
Q2 2023
Reduced 63.05%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
880
shares
|
$97,046
0.0% of portfolio
|
Q1 2025
Reduced 40.62%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
775
shares
|
$85,467
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
740
shares
|
$81,607
0.0% of portfolio
|
Q1 2023
Reduced 60.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
682
shares
|
$75,210
0.0% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
676
shares
|
$74,549
0.0% of portfolio
|
Q1 2025
Reduced 48.98%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
643
shares
|
$70,910
0.04% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
641
shares
|
$70,689
0.03% of portfolio
|
Q4 2024
Reduced 25.72%
|