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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
550
shares
|
$60,654
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
529
shares
|
$58,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
495
shares
|
$54,588
0.04% of portfolio
|
Q1 2025
Reduced 33.29%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
494
shares
|
$54,478
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
490
shares
|
$54,037
0.0% of portfolio
|
Q4 2024
Reduced 89.08%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
475
shares
|
$52,383
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
418
shares
|
$46,097
0.01% of portfolio
|
Q1 2025
Reduced 85.06%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
380
shares
|
$41,906
0.0% of portfolio
|
Q1 2023
Reduced 7.32%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
357
shares
|
$39,369
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
340
shares
|
$37,495
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
324
shares
|
$35,730
0.0% of portfolio
|
Q1 2025
Reduced 28.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
315
shares
|
$34,738
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
300
shares
|
$33,084
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
295
shares
|
$32,532
0.0% of portfolio
|
Q1 2022
Reduced 83.51%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
288
shares
|
$31,760
0.0% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
286
shares
|
$31,540
0.0% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
275
shares
|
$30,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
253
shares
|
$27,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
225
shares
|
$24,813
0.01% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
200
shares
|
$22,056
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
180
shares
|
$19,850
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
152
shares
|
$16,762
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
140
shares
|
$15,439
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
120
shares
|
$13,233
0.0% of portfolio
|
Q1 2025
Reduced 36.84%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
117
shares
|
$12,902
0.01% of portfolio
|
Q1 2025
New holding
|