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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
672
shares
|
$76,681
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
643
shares
|
$73,372
0.04% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
597
shares
|
$68,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
591
shares
|
$67,439
0.03% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
550
shares
|
$62,760
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
529
shares
|
$60,364
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
494
shares
|
$56,370
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
490
shares
|
$55,913
0.0% of portfolio
|
Q4 2024
Reduced 89.08%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
430
shares
|
$49,067
0.04% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
418
shares
|
$47,697
0.01% of portfolio
|
Q1 2025
Reduced 85.06%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
380
shares
|
$43,361
0.0% of portfolio
|
Q1 2023
Reduced 7.32%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
362
shares
|
$41,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
357
shares
|
$40,737
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
340
shares
|
$38,797
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
324
shares
|
$36,971
0.0% of portfolio
|
Q1 2025
Reduced 28.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
315
shares
|
$35,944
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
300
shares
|
$34,233
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
295
shares
|
$33,662
0.0% of portfolio
|
Q1 2022
Reduced 83.51%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
288
shares
|
$32,863
0.0% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
286
shares
|
$32,635
0.0% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
253
shares
|
$28,869
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
226
shares
|
$25,788
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
225
shares
|
$25,674
0.01% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$22,822
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
180
shares
|
$20,539
0.0% of portfolio
|
Q3 2023
New holding
|