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WisdomTree U.S. AI Enhanced Value Fund (AIVL) Institutional Ownership

WisdomTree U.S. AI Enhanced Value Fund logo
$108.70 -0.13 (-0.12%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. AI Enhanced Value Fund (NYSEARCA:AIVL)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$14.02M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$20.80M
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AIVL Institutional Buying and Selling by Quarter

WisdomTree U.S. AI Enhanced Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth5,855$643K0.0%-25.2%0.167%
5/20/2025 Flaharty Asset Management LLC418$46K0.0%-85.1%0.012%
5/16/2025 Jones Financial Companies Lllp1,325$145K0.0%+125.7%0.038%
5/16/2025 Curi RMB Capital LLC15,195$1.67M0.0%-2.8%0.434%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.18,030$1.98M0.3%-17.4%0.515%
5/15/2025 LGL Partners LLC2,890$317K0.2%-41.8%0.083%
5/15/2025 Royal Bank of Canada35,823$3.93M0.0%+35.6%1.024%
5/15/2025 MAI Capital Management16,571$1.82M0.0%-6.3%0.473%
5/14/2025 Biondo Investment Advisors LLC12,733$1.40M0.2%-1.4%0.361%
5/14/2025 Northwestern Mutual Wealth Management Co.2,603$286K0.0%+86,666.7%0.074%
5/14/2025 Tradition Wealth Management LLC3,196$351K0.0%-9.1%0.091%
5/13/2025 HighTower Advisors LLC2,271$249K0.0%N/A0.064%
5/9/2025 Blair William & Co. IL2,103$231K0.0%-4.3%0.060%
5/9/2025 Novus Advisors LLC3,230$355K0.4%-13.3%0.092%
5/8/2025 Glassman Wealth Services357$39K0.0%N/A0.010%
5/7/2025 LPL Financial LLC40,073$4.40M0.0%+3.5%1.135%
5/6/2025 Cetera Investment Advisers5,439$597K0.0%-28.6%0.154%
5/6/2025 Guardian Wealth Management Inc.495$54K0.0%-33.3%0.014%
5/2/2025 Apollon Wealth Management LLC14,968$1.64M0.0%-1.7%0.424%
5/1/2025 Key Financial Inc2,042$224K0.0%-9.6%0.058%
5/1/2025 Hughes Financial Services LLC253$28K0.0%N/A0.007%
4/29/2025 Envestnet Asset Management Inc.22,566$2.48M0.0%-8.7%0.639%
4/25/2025 Westside Investment Management Inc.18,883$2.07M0.4%+24.5%0.535%
4/25/2025 WealthBridge Capital Management LLC21,554$2.37M0.7%-0.4%0.611%
4/24/2025 Jaffetilchin Investment Partners LLC88,698$9.74M0.7%+0.3%2.513%
4/22/2025 Altrius Capital Management Inc3,643$400K0.1%-6.3%0.103%
4/21/2025 Well Done LLC14,099$1.50M0.3%-2.6%0.399%
4/17/2025 Janney Montgomery Scott LLC11,411$1.25M0.0%-2.2%0.323%
4/17/2025 Brighton Jones LLC1,848$203K0.0%N/A0.052%
4/16/2025 Noble Family Wealth LLC81,502$8.95M2.5%-0.2%2.309%
4/16/2025 Founders Grove Wealth Partners LLC24,861$2.73M0.8%-1.0%0.704%
4/11/2025 Armstrong Fleming & Moore Inc3,762$413K0.5%N/A0.107%
4/4/2025 Webster Bank N. A.3,500$384K0.0%-11.4%0.099%
2/17/2025 Waverly Advisors LLC4,322$460K0.0%-15.5%0.114%
2/17/2025 Focus Partners Wealth7,832$834K0.0%+313.3%0.207%
2/17/2025 Cetera Investment Advisers7,620$812K0.0%-7.2%0.202%
2/17/2025 Cahill Financial Advisors Inc.3,785$403K0.1%-4.3%0.100%
2/17/2025 Captrust Financial Advisors13,257$1.41M0.0%-2.4%0.351%
2/17/2025 Bank of America Corp DE787$84K0.0%+66.7%0.021%
2/14/2025 Stifel Financial Corp2,533$270K0.0%+12.9%0.067%
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2/14/2025 Tower Research Capital LLC TRC 7,017$747K0.0%+72.0%0.186%
2/14/2025 Curi RMB Capital LLC15,630$1.67M0.0%-8.8%0.413%
2/13/2025 Jaffetilchin Investment Partners LLC88,410$9.42M0.7%+0.6%2.339%
2/13/2025 Raymond James Financial Inc.22,001$2.34M0.0%N/A0.582%
2/13/2025 Cerity Partners LLC7,828$834K0.0%-5.6%0.207%
2/13/2025 Wells Fargo & Company MN8,821$940K0.0%-2.8%0.233%
2/12/2025 Biondo Investment Advisors LLC12,908$1.38M0.2%-1.3%0.341%
2/12/2025 JPMorgan Chase & Co.490$52K0.0%-99.5%0.013%
2/11/2025 LPL Financial LLC38,703$4.12M0.0%-8.8%1.024%
2/7/2025 Novus Advisors LLC3,725$397K0.4%N/A0.099%
2/6/2025 Raymond James Financial Inc.22,001$2.34M0.0%N/A0.582%
2/5/2025 Altrius Capital Management Inc3,888$414K0.1%-6.0%0.103%
2/3/2025 WealthBridge Capital Management LLC21,650$2.31M0.6%-0.5%0.573%
1/30/2025 Allworth Financial LP342$38K0.0%-45.6%0.009%
1/30/2025 Salomon & Ludwin LLC26,333$2.81M0.3%-3.6%0.697%
1/28/2025 Mezzasalma Advisors LLC2,323$247K0.1%N/A0.061%
1/24/2025 Nadler Financial Group Inc.5,130$546K0.1%-10.5%0.136%
1/24/2025 Spire Wealth Management4,179$445K0.0%-16.1%0.111%
1/23/2025 McKinley Carter Wealth Services Inc.2,688$286K0.0%-26.0%0.071%
1/22/2025 Perigon Wealth Management LLC5,943$648K0.0%+43.0%0.157%
1/17/2025 Janney Montgomery Scott LLC11,664$1.24M0.0%+3.6%0.309%
1/17/2025 Westside Investment Management Inc.15,163$1.62M0.3%-5.8%0.401%
1/17/2025 Perfromance Wealth Partners LLC3,929$419K0.0%-3.1%0.104%
1/14/2025 Founders Grove Wealth Partners LLC25,114$2.68M0.8%N/A0.664%
1/13/2025 Noble Family Wealth LLC81,697$8.70M2.4%-2.2%2.161%
1/10/2025 Lowe Wealth Advisors LLC641$68K0.0%-25.7%0.017%
1/10/2025 ORG Partners LLC550$59K0.0%N/A0.015%
12/26/2024 JPMorgan Chase & Co.4,489$500K0.0%+11.9%0.119%
11/15/2024 Stifel Financial Corp2,244$250K0.0%-21.3%0.059%
11/15/2024 Cladis Investment Advisory LLC2,000$223K0.2%N/A0.053%
11/15/2024Arrowroot Family Office LLC1,805$201K0.1%N/A0.048%
11/12/2024 Cerity Partners LLC8,293$923K0.0%-1.8%0.219%
11/8/2024 Prospera Financial Services Inc15,369$1.71M0.0%+3.2%0.407%
11/7/2024 MAI Capital Management17,534$1.95M0.0%-3.1%0.464%
11/6/2024 Altrius Capital Management Inc4,135$460K0.1%-3.5%0.109%
11/6/2024 Mengis Capital Management Inc.1,970$219K0.0%-14.3%0.052%
11/5/2024 Apollon Wealth Management LLC15,235$1.70M0.0%-1.6%0.403%
11/4/2024 Jaffetilchin Investment Partners LLC87,904$9.78M0.7%+0.5%2.326%
11/4/2024 Noble Family Wealth LLC83,508$9.29M2.5%-0.1%2.209%
10/24/2024 Salomon & Ludwin LLC27,305$3.04M0.3%-10.8%0.722%
10/24/2024 Bristlecone Advisors LLC529$59K0.0%N/A0.014%
10/23/2024 Brighton Jones LLC1,842$205K0.0%N/A0.049%
10/17/2024 Well Done LLC14,474$1.61M0.3%+0.7%0.383%
10/16/2024 McKinley Carter Wealth Services Inc.3,630$404K0.0%-14.9%0.096%
10/11/2024 Wesbanco Bank Inc.1,969$219K0.0%N/A0.052%
10/10/2024 Webster Bank N. A.3,950$440K0.0%-11.4%0.104%
10/10/2024 Perfromance Wealth Partners LLC4,055$451K0.0%+19.3%0.107%
10/7/2024 WealthBridge Capital Management LLC21,763$2.42M0.7%+1.4%0.576%
8/12/2024 Mercer Global Advisors Inc. ADV20,817$2.08M0.0%-0.6%0.551%
8/8/2024 Envestnet Asset Management Inc.24,972$2.49M0.0%-0.5%0.661%
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8/7/2024 Ashton Thomas Private Wealth LLC905$90K0.0%N/A0.024%
8/7/2024 Cahill Financial Advisors Inc.3,957$395K0.1%-39.5%0.105%
7/31/2024 Spire Wealth Management2,643$264K0.0%-36.7%0.070%
7/31/2024 Commonwealth Equity Services LLC41,230$4.12M0.0%-4.4%1.091%
7/30/2024 Jaffetilchin Investment Partners LLC87,444$8.73M0.7%+0.6%2.313%
7/26/2024 Salomon & Ludwin LLC30,595$3.03M0.3%-45.1%0.809%
7/24/2024 White Pine Investment CO2,864$286K0.1%-85.9%0.076%
7/23/2024 1620 Investment Advisors Inc.475$47K0.0%N/A0.013%
7/19/2024 Well Done LLC14,373$1.43M0.3%-8.2%0.380%
7/17/2024 Westside Investment Management Inc.16,024$1.60M0.4%-8.1%0.424%
(Data available from 1/1/2016 forward)

AIVL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AIVL shares?

During the previous two years, 98 institutional investors and hedge funds held shares of WisdomTree U.S. AI Enhanced Value Fund. The most heavily invested institutionals were Jaffetilchin Investment Partners LLC ($9.74M), Noble Family Wealth LLC ($8.95M), LPL Financial LLC ($4.40M), BKM Wealth Management LLC ($4.18M), Commonwealth Equity Services LLC ($4.12M), Royal Bank of Canada ($3.93M), and Salomon & Ludwin LLC ($2.81M).Learn more on AIVL's institutional investors.

Which institutional investors have been buying WisdomTree U.S. AI Enhanced Value Fund stock?

Of the 55 institutional investors that purchased WisdomTree U.S. AI Enhanced Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($44.00K), BKM Wealth Management LLC ($43.58K), Congress Wealth Management LLC DE ($27.94K), Founders Grove Wealth Partners LLC ($25.11K), Cerity Partners LLC ($12.24K), Royal Bank of Canada ($9.41K), and Aspen Grove Capital LLC ($8.25K).

How much institutional buying is happening at WisdomTree U.S. AI Enhanced Value Fund?

Institutional investors have bought a total of 280,301 shares in the last 24 months. This purchase volume represents approximately $28.08M in transactions.

Which WisdomTree U.S. AI Enhanced Value Fund major shareholders have been selling company stock?

Of the 63 institutional investors that sold WisdomTree U.S. AI Enhanced Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($104.00K), Salomon & Ludwin LLC ($38.88K), White Pine Investment CO ($23.43K), Commonwealth Equity Services LLC ($8.44K), Koshinski Asset Management Inc. ($5.17K), Westside Investment Management Inc. ($3.98K), and Envestnet Asset Management Inc. ($3.89K).

How much institutional selling is happening at WisdomTree U.S. AI Enhanced Value Fund?

Institutional investors have sold a total of 260,771 shares in the last 24 months. This volume of shares sold represents approximately $26.78M in transactions.


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This page (NYSEARCA:AIVL) was last updated on 5/23/2025 by MarketBeat.com Staff
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