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 128 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 $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
10,439
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2021
Added 4.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,322
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,821
shares
|
$966,869
0.0% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
8,738
shares
|
$957,772
0.12% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
8,250
shares
|
$904,282
0.19% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,063
shares
|
$883,785
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,828
shares
|
$858,027
0.0% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
7,623
shares
|
$835,557
0.69% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
7,620
shares
|
$835,228
0.0% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
7,031
shares
|
$770,667
0.14% of portfolio
|
Q3 2017
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
7,017
shares
|
$769,133
0.02% of portfolio
|
Q4 2024
Added 72.03%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,724
shares
|
$737,017
0.31% of portfolio
|
Q1 2023
Reduced 13.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,636
shares
|
$727,371
0.0% of portfolio
|
Q4 2024
Reduced 70.32%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
6,469
shares
|
$709,067
0.14% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,196
shares
|
$679,143
0.07% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
6,120
shares
|
$670,813
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,943
shares
|
$651,412
0.02% of portfolio
|
Q4 2024
Added 42.96%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,269
shares
|
$577,535
0.02% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
5,143
shares
|
$563,724
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
5,130
shares
|
$562,299
0.06% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
4,969
shares
|
$544,652
0.08% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,969
shares
|
$544,652
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
4,935
shares
|
$540,925
0.03% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,649
shares
|
$509,576
0.0% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,361
shares
|
$478,009
0.0% of portfolio
|
Q4 2024
Added 30.76%
|