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 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
643
shares
|
$72,626
0.03% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
625
shares
|
$70,593
0.01% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
620
shares
|
$70,029
0.0% of portfolio
|
Q3 2025
Added 26.53%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
591
shares
|
$66,753
0.02% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
494
shares
|
$55,797
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
430
shares
|
$48,568
0.03% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
380
shares
|
$42,921
0.0% of portfolio
|
Q1 2023
Reduced 7.32%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
357
shares
|
$40,323
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
351
shares
|
$39,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
340
shares
|
$38,403
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
324
shares
|
$36,595
0.0% of portfolio
|
Q1 2025
Reduced 28.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
315
shares
|
$35,579
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
300
shares
|
$33,885
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
295
shares
|
$33,320
0.0% of portfolio
|
Q1 2022
Reduced 83.51%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
288
shares
|
$32,529
0.0% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
286
shares
|
$32,303
0.0% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
264
shares
|
$29,818
0.0% of portfolio
|
Q3 2025
Added 164.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
253
shares
|
$28,576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
226
shares
|
$25,526
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
225
shares
|
$25,413
0.01% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
180
shares
|
$20,331
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
152
shares
|
$17,168
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
150
shares
|
$16,942
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
142
shares
|
$16,038
0.0% of portfolio
|
Q3 2025
Reduced 76.21%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
117
shares
|
$13,215
0.01% of portfolio
|
Q1 2025
New holding
|
|