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 997,797 shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
4,322
shares
|
$471,486
0.01% of portfolio
|
Q4 2024
Reduced 15.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,277
shares
|
$466,577
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,179
shares
|
$455,887
0.01% of portfolio
|
Q4 2024
Reduced 16.1%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
4,085
shares
|
$445,632
0.29% of portfolio
|
Q1 2024
Reduced 16.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$436,360
0.01% of portfolio
|
Q3 2021
Reduced 2.77%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
3,929
shares
|
$428,614
0.01% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
3,888
shares
|
$424,141
0.11% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
3,785
shares
|
$412,905
0.06% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
3,762
shares
|
$410,396
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
3,725
shares
|
$406,360
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,517
shares
|
$383,669
0.04% of portfolio
|
Q2 2022
Reduced 0.73%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
3,500
shares
|
$381,815
0.04% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
3,415
shares
|
$372,542
0.09% of portfolio
|
Q4 2023
Reduced 23.09%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
3,407
shares
|
$371,669
0.05% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
2,840
shares
|
$309,815
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,798
shares
|
$305,233
0.05% of portfolio
|
Q1 2024
Reduced 22.06%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,720
shares
|
$296,724
0.01% of portfolio
|
Q3 2022
Reduced 2.33%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,695
shares
|
$293,997
0.23% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,688
shares
|
$293,233
0.02% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,600
shares
|
$283,634
0.0% of portfolio
|
Q4 2024
Added 17.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,533
shares
|
$276,324
0.0% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,492
shares
|
$271,852
0.0% of portfolio
|
Q1 2024
Reduced 18.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
2,403
shares
|
$262,143
0.0% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,323
shares
|
$253,416
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,258
shares
|
$246,325
0.06% of portfolio
|
Q4 2024
Added 0.04%
|