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 $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
494
shares
|
$54,562
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
490
shares
|
$54,120
0.0% of portfolio
|
Q4 2024
Reduced 89.08%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
475
shares
|
$52,463
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
456
shares
|
$50,365
0.0% of portfolio
|
Q3 2024
Added 105.41%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
380
shares
|
$41,971
0.0% of portfolio
|
Q1 2023
Reduced 7.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
376
shares
|
$41,529
0.0% of portfolio
|
Q3 2023
Added 28.77%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
342
shares
|
$37,773
0.0% of portfolio
|
Q4 2024
Reduced 45.63%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
340
shares
|
$37,553
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
315
shares
|
$34,791
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
300
shares
|
$33,135
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
295
shares
|
$32,582
0.0% of portfolio
|
Q1 2022
Reduced 83.51%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
225
shares
|
$24,851
0.01% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$22,090
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
190
shares
|
$20,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
180
shares
|
$19,881
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
152
shares
|
$16,788
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
150
shares
|
$16,567
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
140
shares
|
$15,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
105
shares
|
$11,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
100
shares
|
$11,045
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
74
shares
|
$8,173
0.01% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
63
shares
|
$6,958
0.0% of portfolio
|
Q1 2022
Reduced 37.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
58
shares
|
$6,406
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
57
shares
|
$6,295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
52
shares
|
$5,743
0.0% of portfolio
|
Q3 2023
Added 1.96%
|