Purchases and Sales Made in Q4 2025 in Wisdomtree U.S. Ai Enhanced Va (AIVL)
This table provides information about the institutional ownership of Wisdomtree U.S. Ai Enhanced Va (AIVL) during Q4 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. AI ENHANCED VA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11KNew |
$124K - $128K
|
1.11K
$125K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
428+ 0.48% |
$47.7K - $49.4K
|
89.9K
$10.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10+ 0.43% |
$1.11K - $1.15K
|
2.36K
$266K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.05% |
$334 - $346
|
5.54K
$625K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-17- 0.08% |
$1.9K - $1.96K
|
21.1K
$2.38M
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-43- 1.13% |
$4.79K - $4.96K
|
3.75K
$423K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
SELL
|
- |
-55- 14.47% |
$6.13K - $6.34K
|
325
$36.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-98- 7.16% |
$10.9K - $11.3K
|
1.27K
$143K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-158- 0.64% |
$17.6K - $18.2K
|
24.6K
$2.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-209- 1.57% |
$23.3K - $24.1K
|
13.1K
$1.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-217- 0.24% |
$24.2K - $25K
|
88.8K
$10M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.53K- 36.69% |
$171K - $177K
|
2.65K
$299K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20.4K- 98.32% |
$2.28M - $2.36M
|
350
$39.5K
|
|