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 |
|---|---|---|---|---|---|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
2,255
shares
|
$247,170
0.0% of portfolio
|
Q2 2024
Reduced 39.95%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,198
shares
|
$240,922
0.0% of portfolio
|
Q4 2023
Reduced 25.19%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
2,124
shares
|
$232,811
0.01% of portfolio
|
Q4 2023
Reduced 15.85%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
2,118
shares
|
$232,153
0.12% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
2,069
shares
|
$226,783
0.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,057
shares
|
$225,467
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$219,220
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
1,970
shares
|
$215,931
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,482
shares
|
$162,442
0.0% of portfolio
|
Q4 2024
Added 68.03%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,365
shares
|
$149,617
0.0% of portfolio
|
Q2 2024
Reduced 38.43%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,365
shares
|
$149,617
0.08% of portfolio
|
Q3 2023
Reduced 4.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,170
shares
|
$128,243
0.0% of portfolio
|
Q4 2021
Reduced 8.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
973
shares
|
$106,650
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
967
shares
|
$105,992
0.01% of portfolio
|
Q4 2022
Added 2.87%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
900
shares
|
$98,649
0.0% of portfolio
|
Q2 2023
Reduced 63.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
787
shares
|
$86,263
0.0% of portfolio
|
Q4 2024
Added 66.74%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
775
shares
|
$84,947
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
742
shares
|
$81,330
0.06% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
740
shares
|
$81,111
0.0% of portfolio
|
Q1 2023
Reduced 60.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
707
shares
|
$77,494
0.0% of portfolio
|
Q3 2024
Reduced 29.3%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
643
shares
|
$70,479
0.04% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
641
shares
|
$70,260
0.03% of portfolio
|
Q4 2024
Reduced 25.72%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
587
shares
|
$64,341
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
550
shares
|
$60,285
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
529
shares
|
$57,983
0.0% of portfolio
|
Q3 2024
New holding
|