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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,157
shares
|
$473,232
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
4,135
shares
|
$470,728
0.12% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
4,085
shares
|
$465,036
0.31% of portfolio
|
Q1 2024
Reduced 16.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,079
shares
|
$464,353
0.01% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
4,055
shares
|
$461,621
0.02% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
4,000
shares
|
$455,360
0.01% of portfolio
|
Q3 2021
Reduced 2.77%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,954
shares
|
$450,123
0.06% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
3,950
shares
|
$449,668
0.05% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
3,630
shares
|
$413,239
0.02% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,613
shares
|
$411,303
0.0% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,517
shares
|
$400,375
0.04% of portfolio
|
Q2 2022
Reduced 0.73%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
3,497
shares
|
$398,098
0.05% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
3,415
shares
|
$388,763
0.09% of portfolio
|
Q4 2023
Reduced 23.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,335
shares
|
$379,656
0.0% of portfolio
|
Q3 2024
Reduced 24.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,100
shares
|
$352,904
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
2,840
shares
|
$323,305
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,798
shares
|
$318,524
0.05% of portfolio
|
Q1 2024
Reduced 22.06%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
2,728
shares
|
$310,555
0.25% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2,720
shares
|
$309,644
0.02% of portfolio
|
Q3 2022
Reduced 2.33%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,492
shares
|
$283,689
0.0% of portfolio
|
Q1 2024
Reduced 18.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,403
shares
|
$273,557
0.01% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,257
shares
|
$256,936
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
2,255
shares
|
$256,709
0.0% of portfolio
|
Q2 2024
Reduced 39.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,244
shares
|
$255,456
0.0% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,213
shares
|
$251,927
0.0% of portfolio
|
Q1 2024
Reduced 3.53%
|