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 133 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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,180
shares
|
$470,291
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
4,085
shares
|
$459,603
0.29% of portfolio
|
Q1 2024
Reduced 16.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,000
shares
|
$450,040
0.01% of portfolio
|
Q3 2021
Reduced 2.77%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,902
shares
|
$439,014
0.02% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
3,795
shares
|
$426,975
0.06% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
3,762
shares
|
$423,262
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
3,643
shares
|
$409,873
0.1% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
3,566
shares
|
$401,210
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
3,415
shares
|
$384,221
0.11% of portfolio
|
Q4 2023
Reduced 23.09%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
3,407
shares
|
$383,321
0.05% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
3,230
shares
|
$363,407
0.36% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
3,196
shares
|
$359,581
0.03% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,031
shares
|
$341,017
0.0% of portfolio
|
Q1 2025
Reduced 30.5%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
3,030
shares
|
$340,905
0.04% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,983
shares
|
$335,617
0.0% of portfolio
|
Q1 2025
Reduced 55.05%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
2,890
shares
|
$325,153
0.16% of portfolio
|
Q1 2025
Reduced 41.84%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
2,840
shares
|
$319,528
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,720
shares
|
$306,027
0.01% of portfolio
|
Q3 2022
Reduced 2.33%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,704
shares
|
$304,227
0.25% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
2,688
shares
|
$302,426
0.02% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,603
shares
|
$292,863
0.0% of portfolio
|
Q1 2025
Added 86666.67%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,550
shares
|
$286,900
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,535
shares
|
$285,212
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,492
shares
|
$280,374
0.0% of portfolio
|
Q1 2024
Reduced 18.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
2,403
shares
|
$270,361
0.0% of portfolio
|
Q2 2024
Added 1.39%
|