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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
529
shares
|
$60,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
494
shares
|
$56,236
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
475
shares
|
$54,074
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
472
shares
|
$53,732
0.0% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
456
shares
|
$51,911
0.0% of portfolio
|
Q3 2024
Added 105.41%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
380
shares
|
$43,259
0.0% of portfolio
|
Q1 2023
Reduced 7.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
376
shares
|
$42,803
0.0% of portfolio
|
Q3 2023
Added 28.77%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
340
shares
|
$38,705
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
315
shares
|
$35,859
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
300
shares
|
$34,152
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
300
shares
|
$34,152
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
295
shares
|
$33,582
0.0% of portfolio
|
Q1 2022
Reduced 83.51%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
225
shares
|
$25,614
0.01% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$22,768
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
200
shares
|
$22,768
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
180
shares
|
$20,491
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
172
shares
|
$19,580
0.0% of portfolio
|
Q3 2023
Reduced 83.82%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
152
shares
|
$17,303
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
150
shares
|
$17,076
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
117
shares
|
$13,319
0.01% of portfolio
|
Q2 2024
Reduced 12.03%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
100
shares
|
$11,384
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
77
shares
|
$8,765
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
74
shares
|
$8,424
0.01% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
63
shares
|
$7,171
0.0% of portfolio
|
Q1 2022
Reduced 37.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
58
shares
|
$6,602
0.0% of portfolio
|
Q1 2023
New holding
|