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 130 institutions that hold shares in the stock, with a total of 1.02 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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,276
shares
|
$474,507
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,179
shares
|
$463,743
0.01% of portfolio
|
Q4 2024
Reduced 16.1%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
4,135
shares
|
$458,860
0.12% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
4,085
shares
|
$453,312
0.29% of portfolio
|
Q1 2024
Reduced 16.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,079
shares
|
$452,646
0.01% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
4,000
shares
|
$443,880
0.01% of portfolio
|
Q3 2021
Reduced 2.77%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,954
shares
|
$438,775
0.06% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
3,950
shares
|
$438,331
0.05% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
3,929
shares
|
$436,001
0.01% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,613
shares
|
$400,934
0.0% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,517
shares
|
$390,281
0.04% of portfolio
|
Q2 2022
Reduced 0.73%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
3,415
shares
|
$378,962
0.09% of portfolio
|
Q4 2023
Reduced 23.09%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
3,407
shares
|
$378,074
0.05% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,335
shares
|
$370,084
0.0% of portfolio
|
Q3 2024
Reduced 24.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,100
shares
|
$344,007
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
2,840
shares
|
$315,154
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,798
shares
|
$310,494
0.05% of portfolio
|
Q1 2024
Reduced 22.06%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
2,728
shares
|
$302,726
0.25% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,720
shares
|
$301,838
0.01% of portfolio
|
Q3 2022
Reduced 2.33%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,688
shares
|
$298,287
0.02% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,492
shares
|
$276,537
0.0% of portfolio
|
Q1 2024
Reduced 18.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,403
shares
|
$266,660
0.01% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,257
shares
|
$250,459
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
2,255
shares
|
$250,237
0.0% of portfolio
|
Q2 2024
Reduced 39.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,244
shares
|
$249,016
0.0% of portfolio
|
Q3 2024
Reduced 21.26%
|