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 130 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 $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
89,434
shares
|
$10.1 Million
0.63% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
89,042
shares
|
$10.1 Million
2.24% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
80,468
shares
|
$9.09 Million
0.0% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
40,941
shares
|
$4.62 Million
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
39,443
shares
|
$4.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
30,781
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2025
Added 475.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,584
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
27,000
shares
|
$3.05 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.37%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
25,755
shares
|
$2.91 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
24,737
shares
|
$2.79 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
23,412
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2025
Added 207.24%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
21,099
shares
|
$2.38 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
20,796
shares
|
$2.35 Million
0.38% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
20,527
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
16,440
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
16,326
shares
|
$1.84 Million
0.38% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
14,338
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
13,334
shares
|
$1.51 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,299
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
13,198
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
12,678
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,143
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2025
Reduced 35.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
12,118
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
11,588
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,411
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|