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 1 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
10,439
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2021
Added 4.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,322
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
9,077
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
8,715
shares
|
$992,115
0.12% of portfolio
|
Q1 2024
Reduced 1.54%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,293
shares
|
$944,075
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
8,250
shares
|
$939,180
0.2% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
8,215
shares
|
$935,195
0.0% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,063
shares
|
$917,891
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
7,623
shares
|
$867,802
0.72% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
7,031
shares
|
$800,409
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,724
shares
|
$765,460
0.31% of portfolio
|
Q1 2023
Reduced 13.12%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
6,469
shares
|
$736,430
0.14% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,196
shares
|
$705,352
0.07% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
6,120
shares
|
$696,700
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
5,730
shares
|
$652,303
0.07% of portfolio
|
Q2 2023
Reduced 32.15%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,269
shares
|
$599,822
0.02% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,243
shares
|
$596,863
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
5,113
shares
|
$582,063
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,029
shares
|
$572,501
0.0% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,981
shares
|
$567,037
0.02% of portfolio
|
Q3 2024
Added 88.46%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
4,952
shares
|
$563,735
0.09% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
4,935
shares
|
$561,800
0.03% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
4,489
shares
|
$511,027
0.0% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,346
shares
|
$494,748
0.02% of portfolio
|
Q2 2020
Added 0.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,276
shares
|
$486,779
0.0% of portfolio
|
Q3 2024
Added 0.52%
|