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 129 institutions that hold shares in the stock, with a total of 947,064 shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
625
shares
|
$71,143
0.01% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
591
shares
|
$67,273
0.02% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
494
shares
|
$56,232
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
490
shares
|
$55,776
0.0% of portfolio
|
Q4 2024
Reduced 89.08%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
430
shares
|
$48,946
0.03% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
380
shares
|
$43,255
0.0% of portfolio
|
Q1 2023
Reduced 7.32%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
362
shares
|
$41,206
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
357
shares
|
$40,637
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
340
shares
|
$38,702
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
324
shares
|
$36,880
0.0% of portfolio
|
Q1 2025
Reduced 28.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
315
shares
|
$35,856
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
300
shares
|
$34,149
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
295
shares
|
$33,579
0.0% of portfolio
|
Q1 2022
Reduced 83.51%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
288
shares
|
$32,783
0.0% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
286
shares
|
$32,555
0.0% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
253
shares
|
$28,798
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
226
shares
|
$25,725
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
225
shares
|
$25,611
0.01% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$22,766
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
180
shares
|
$20,489
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
142
shares
|
$16,163
0.0% of portfolio
|
Q3 2025
Reduced 76.21%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
140
shares
|
$15,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
117
shares
|
$13,318
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
100
shares
|
$11,383
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
74
shares
|
$8,423
0.01% of portfolio
|
Q4 2022
Reduced 50.0%
|