Institutional shares held 961,386
0 calls
0 puts
Total value of holdings $109M
$0 calls
$0 puts
# of Institutions 133


Latest Institutional Activity in AIVL

Top Purchases

Q2 2025
Global Retirement Partners, LLC Shares Held: 12.1K ($1.38M)
Q2 2025
Noble Family Wealth, LLC Shares Held: 89K ($10.2M)
Q2 2025
Baird Financial Group, Inc. Shares Held: 6.25K ($713K)
Q2 2025
Ubs Group Ag Shares Held: 4.52K ($516K)
Q2 2025
Rmb Capital Management, LLC Shares Held: 18.8K ($2.14M)

Top Sells

Q2 2025
Morgan Stanley Shares Held: 73.6K ($8.4M)
Q2 2025
Mercer Global Advisors Inc Shares Held: 6.78K ($774K)
Q2 2025
Envestnet Asset Management Inc Shares Held: 11.8K ($1.34M)
Q2 2025
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Shares Held: 7.3K ($833K)
Q2 2025
Royal Bank Of Canada Shares Held: 28.1K ($3.21M)

About AIVL

Track Institutional and Insider Activities on AIVL

Follow WISDOMTREE U.S. AI ENHANCED VA and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells AIVL shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree U.S. Ai Enhanced Va insider buys or sells AIVL shares.

Notify only if

News

Receive news related to WISDOMTREE U.S. AI ENHANCED VA

Track Activities on AIVL